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Home Insights Life & Executive Benefits Co-President, Mitchell K. Smith, Recognized Among Forbes’ 2025 Top Financial Security Professionals

Life & Executive Benefits Co-President, Mitchell K. Smith, Recognized Among Forbes’ 2025 Top Financial Security Professionals

07/29/2025

We’re incredibly proud to congratulate Mitchell K. Smith, Co-President of EPIC Life & Executive Benefits and Managing Principal, Partner of Vanbridge, an EPIC company, on being recognized by Forbes as one of the Top Financial Securities Professionals for 2025, ranking #11 nationally and #3 in New York City!

This recognition reflects Mitch’s consistent commitment to serving clients with transparency, integrity, and thoughtful guidance. His strategic approach to insurance, risk management, and wealth preservation has earned him a well-deserved reputation as one of the most trusted professionals in the country.

You can follow these links to view the full lists of 2025 Top Financial Security Professionals, as well as information on the methodology about how these lists are calculated: National List, State List, Methodology.

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