William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC

CONNECT

Address:

8816 Six Forks Road
Suite 301
Raleigh, NC 27615

Phone:

919.719.3839

Our Team

Collaboration is the key to helping our clients achieve their personal, family, and financial goals.The combined experience of the individuals below brings a wide breadth of knowledge that helps protect, preserve, and grow what is important to those who depend on us for advice.  Our team is committed to empowering our clients through passion, empathy, and a fiduciary-based approach.

 

 

William Smith, CFP®, AIF®, RICP®, LUTCF, CLTC
Financial Advisor, Team Leader

As Team Leader, Will’s intention is to build an interdependent group of subject-matter experts who serve the clients of Capitol Financial Solutions in a world-class fashion. Both the team and Will have received   national recognition and awards. Will’s practice primarily focuses on retirement income planning and wealth management and he has attained his CERTIFIED FINANCIAL PLANNER™ certification.  He graduated from Hampden-Sydney College and lives in the Five Points area of Raleigh with his wife, Summer, and son, Jack.

 

Scott D. Sorrell, CLU®, ChFC®, CFP®,  AIF®, RICP®, CASL®, CLTC
Advanced Planning Advisor

Scott is nationally recognized for his accomplishments in the financial services industry, including being a Lifetime Member of the Million Dollar Round Table and induction into Signator Investors’ ACE Inner Circle.  He focuses on comprehensive planning for clients, including estate planning strategies, financial planning, life insurance, and business succession planning. Scott has earned seven professional designations, including his CERTIFIED FINANCIAL PLANNER™ certification. He is a graduate of UNC-Chapel Hill and resides in Downtown Raleigh.

 

 

David  Booker, CFP®, CRPC®
Financial Advisor

Fee-based financial planning and wealth management strategies are David’s main focus.  He is a Raleigh native and has over 10 years of experience in the financial services industry.  David has earned the CERTIFIED FINANCIAL PLANNER™ certification and dual degrees in International Studies and French from UNC-Chapel Hill. David currently resides in Downtown Raleigh with his wife, Deborah, and children.

 

 

Kent Thompson, CFP®, MSFS
Financial Advisor

Social Security planning, Medicare benefits, long term care, and retirement income strategies are the main   focus of Kent’s practice. He brings over 35 years of valuable experience to the team and is a CERTIFIED FINANCIAL PLANNER™, and has his Masters in Financial Services.  He is a native of Southern Pines and is   currently involved with the Wake Tech Foundation, Adult Care Home Community Advisory Committee and is Secretary for the Cary Rotary Club and Wake County Estate Planning Council.

 

 

Trevor Lawson, CFP®,  AIF®, RICP®
Financial Advisor

Trevor is focused on helping individuals and families create financial independence. He is a graduate of North Carolina State University. He intends to build relationships in the medical community, as well as, lawyers, CPA’s, and entrepreneurs. Trevor has been recognized with the prestigious Achieving Client  Excellence award and also earned his CERTIFIED FINANCIAL PLANNER™ certification.

 

 

Corbin Oliver, AIF®, RICP®
Financial Advisor

Corbin began his career with Capitol Financial Solutions immediately after graduating from the Poole College of Management at North Carolina State University in 2014 with a degree in Finance. Since then he has earned two professional designations (Accredited Investment Fiduciary® and Retirement Income Certified Professional®) and has been nationally recognized with the Achieving Client Excellence award. He specializes in working with families and state/university personnel by helping them  understand how to maximize and protect their retirement assets while proactively planning for the contingencies they can face during retirement.

 

Andrew K. Rose, CFP®, CLU®, RICP®
Financial Advisor

Andrew has served in the financial planning industry for ten years. He started his career after graduating from North Carolina State University with a Business Management Degree (B.A.) and a concentration in Finance. Andrew specializes in the areas of wealth accumulation, retirement distribution and employee benefit planning. He has earned the CERTIFIED FINANCIAL PLANNER™ certification.  As a native of North Carolina, he resides in Garner with his wife, Devon, and their chocolate lab, Lucy.

 

Devin Butler
Financial Advisor

Devin’s practice focuses on overall financial planning for young professionals, university personnel, and retirees. He works with people throughout North Carolina in order to help them focus on achieving their
financial goals. Devin worked at Capitol Financial Solutions for over a year before graduating from NC State where he earned a Business Management Degree with a concentration in Finance.

 

Kelly Bradley
Sales Assistant

Kelly has a background in employee retirement benefits, and is dedicated to providing our clients with world-class service.  She is a graduate of North Carolina State University, and enjoys  spending time with her family and volunteering in her community.

 

 

 


Dawn Weeks
Sales Assistant

Dawn recently joined Capitol Financial Solutions as an assistant to all the advisors on our team.  She is excited to be back in the workforce after taking some time off to be with her family.  She is a graduate of the University of Wisconsin-Stevens Point and has a background in Human Resources. Dawn enjoys spending time with her family, reading, and visitnig the beach.

 

 

 

Jeff Harless
Client Solutions Specialist

Jeff worked nine years with the State of North Carolina’s 457(b) plan provider before the transition to his current role.  An independent firm like Capitol Financial Solutions provides objective guidance to the clients we serve, but also has a tremendous amount of potential solutions that need proper vetting.  Jeff does this for our team of advisors, and always does so in a client-centered focus.  After growing up all over the United States in the Air Force, Jeff came back to his father’s home state and graduated Cum Laude from North Carolina State University.