Phillip Smelley, as the President of The Complete Insurance Source, brings over three decades of extensive experience in the insurance and financial services industry. His journey began in 1984 with Prudential Insurance, where he honed his expertise in Financial Services and Estate Tax Planning, focusing...
Phillip Smelley, as the President of The Complete Insurance Source, brings over three decades of extensive experience in the insurance and financial services industry. His journey began in 1984 with Prudential Insurance, where he honed his expertise in Financial Services and Estate Tax Planning, focusing particularly on Employee Benefits for small employers. This foundational experience laid the groundwork for his subsequent venture into independent insurance, which he embarked upon in 1991 by purchasing a Property and Casualty agency. This strategic move allowed Phillip to provide his clients with a broader spectrum of coverages and choices, catering specifically to the unique needs of small business owners and families in the southern crescent of Atlanta.
Under Phillip's leadership, The Complete Insurance Source has become a trusted resource for clients seeking comprehensive insurance solutions. His commitment to delivering personalized service is evident in the key projects he undertakes, such as developing tailored Employee Benefits packages and retirement planning strategies that align with the specific goals of his clients. Phillip's proficiency in Commercial Insurance, Fixed Annuities, and Medicare further enhances his ability to serve a diverse clientele, ensuring they receive the best advice and products from America's leading insurance and financial services companies.
Phillip's skill set extends beyond traditional insurance offerings; he is adept in sales management, underwriting, and estate planning, making him a well-rounded professional in the industry. His passion for empowering small business owners and families through informed insurance choices is the cornerstone of his practice, fostering long-term relationships built on trust and expertise. As he continues to navigate the evolving landscape of insurance, Phillip remains dedicated to providing exceptional service and innovative solutions that meet the ever-changing needs of his clients.
