William D. Smith, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC, Advanced Planning Advisor



8816 Six Forks Road
Suite 301
Raleigh, NC 27615



Client Appreciation #CapitolCares

ACC Tournament Event, March 8, 2018














Grocery Bags for Seniors - Inter-Faith Food Shuttle, May 5, 2017


















Annual ACC Tournament Viewing Party, March 2017










"The Global Landscape" with Dr. Krosby, November 2016

















Meet & Greet with Champions Tour Player, October 2015

Raleigh Country Club









Mother's Day Celebrations, May 2015

Videri Chocolate Factory (Raleigh), Hilltop House (Fayetteville)





















NCAA Basketball Tournament Event, March 2015












Smile with Santa Event, December 2014












Wine and Design Event, May 2014

ACC Viewing Party at Sparians, March 14, 2014