About Us

Joseph P. Smith

Regional Vice President
Phone: 206-336-1852
Fax: 206-956-6202

As a Financial Consultant with Equitable Advisors, I work with individuals, families and business owners to develop customized financial investment and wealth-management strategies that meet both short- and long term needs.

My primary focus is on providing guidance to health- care professionals working in the public and private sectors, who are finding themselves in the midst of a rapidly changing industry.  Through our consultative process, which recognizes the impact of the generational gap between experienced professionals and those at the beginning stages of their careers,  I can help you develop financial strategies based on your individualized goals and objectives.

My health- and medical- industry clients, today, have more responsibility than ever to their employers, their patients, and to their families.  I have a sound understanding of the important decisions that they face regarding complex benefit packages, financial planning, asset, management assets distribution and preservation strategies and risk mitigation.  And no matter where you fall on the career spectrum, I am deeply committed to helping you achieve your financial goals.

Equitable Advisors enables me to help my clients by providing a large network of products and services.  Our open architecture platform allows me to tailor recommendations to your unique situation, We'll generally meet two to four times per year, and speak regularly by phone and via e-mail to monitor your progress and reconfirm goals.  I'll keep you apprised of recent market trends, and want to know of changes in your life that might affect your financial plan.  Fostering relationships that are built on trust is very important to me -- after all, your success is my success.

I was born and raised in Seattle, and currently reside in Shoreline, Washington with my beautiful wife Julie and sons Jackson and Maxwell.  I graduated from the University of Washington with a B.A. in Business Administration.  As an active resident of greater Puget Sound, I am involved with coaching youth basketball and am a community board member for Community Health Charities of Washington State.  When I have free time, I enjoy spending it with my family and participating in outdoor sports.

If you’d like to learn more, or know of someone who could benefit from my services, please call me anytime at (206) 956-6263. 

 I look forward to hearing from you!



Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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