William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning Advisor, Team Leader
Will has served successful individuals, businesses, and charities for over two decades. His practice specializes in Estate Planning, Investment Management, Tax Strategy, and Charitable Plan Design. Will aims to be a trusted partner for individuals who want to discuss their goals and intentions before handing over the execution to a qualified professional team. He leads a group of over a dozen advisors at Capitol Financial Solutions and is responsible for the firm’s development training program.
He is a proud graduate of Hampden-Sydney College and has executive education certificates from Duke University (CERTIFIED FINANCIAL PLANNER professional) and the University of Chicago Booth School of Business (CERTIFIED PRIVATE WEALTH ADVISOR practitioner). He currently serves as the Investment Committee Chairman for the Wake Tech Community College Foundation.
Will lives in the Five Points area of Raleigh with his wife, Summer, their two sons, Jack and Ben, and boxer, Caddy. When not being a husband, Dad, business owner, or volunteer, he spends his time on the golf course at Raleigh Country Club or in Southern Pines, NC.
Please visit Will's website for more information: http://www.willsmithfinancial.com/