Meredith Smith | Modern Woodmen Financial Representative

Meredith Smith

FIC

Meredith Smith

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Meredith Smith
At work

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to make a living by helping others and their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding.

I serve members in…

the Dallas/Fort Worth metroplex, and especially my hometown Denton, Texas, where I was born and raised!

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

people from all walks of life -- all ages, different social and economic backgrounds, and various cultures. Every interaction helps me grow as a professional and serve my clients better than the day before!

Before Modern Woodmen, I…

worked in management and regional training for retail for more than 20 years. Although that career is worlds apart from Modern Woodmen, both have one major thing in common: serving people. I have a passion for working with people and consider all of my members family!

I chose Modern Woodmen because…

I absolutely fell in love with the process while sitting down with my husband to solve some financial needs for our own family. Nowhere else can you find this passion and commitment to members and their communities. I never dreamed I would have such a fantastic career and give back so generously to my community through our fraternal programs.

The best part of my career is…

serving my friends, family and community members. I love truly making an impact on people's lives.

“I serve members in the Dallas/Fort Worth metroplex, and especially my hometown Denton, Texas, where I was born and raised!”
At home

At home

At home

My life outside of work

My family includes…

my son, Blaine, and our black Lab, Jack.

In my free time, you can find me…

at my son's football games or at the gym. In the last few years I have uncovered a passion for working out and bettering myself.

I’m passionate about…

serving people.

My greatest blessing is…

my family.

My personal motto is…

You don't know what you don't know!

Community impact

In the community

In the community

My local community impact

I have lived in my community…

my entire life.

What I like best about my community is…

it's small enough to have that hometown feel but large enough that you never get bored!

I’m a member of…

the Denton Juneteenth Celebration Committee.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

Current insights

Current insights

This holiday season, reimagine what giving back can look like. Here are a few ways to make heartfelt community gestures. 1. Partner with a local animal shelter to host a “pet pantry” of donated pet food, treats and toys. 2. Organize a holiday story hour at a local library or school and read seasonal books aloud. 3. Set up a tree at a local business where community members can hang donated hats, gloves and scarves for those in need. 4. Provide moments of joy on everyday routes by leaving holiday cards or small treats for postal workers or delivery drivers. Modern Woodmen members, apply for a $200 Do-Good Grant®️ to try one of these ideas! https://www.modernwoodmen.org/do-good-grant/

Member Website Overview | Modern Woodmen

Hey, members! Have you checked out our member website? It's a convenient place to check account balances, explore member programs, find important tax documents, and much more. Mobile users: Don't forget to update your app to access the latest enhancements!

Estate Planning | Modern Woodmen

As we approach the end of the year, it's the perfect time to reflect, organize and prepare for the future. Estate planning isn’t just for the wealthy – it’s for anyone who wants to protect their loved ones and ensure their wishes are honored. · Review your will. · Update beneficiaries. · Consider trusts and powers of attorney. · Talk to a financial representative. Start the new year with peace of mind. Let's talk about how estate planning can work for you.

#MotivationMonday

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities and advisory services offered through MWA Financial Services Inc., a Registered Investment Adviser and a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell or offer all products or services. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

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