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

CONNECT

Address:

8816 Six Forks Road
Suite 301
Raleigh, NC 27615

Phone:

919.719.3839

Media

Podcast: Catch Up with Will and Trevor

Tune in to listen to Will and Trevor talk about interest rates, an upcoming client appreciation event and more!
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Red Nose Day 2018

On March 24, 2018 our Raleigh, Charlotte and Richmond offices celebrated Red Nose Day. We came together to change the lives of kids who need our help the most. To learn more about this special cause, visit https://donate.rednoseday.org/
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Podcast: Current Happenings

Listen to Will Smith and Trevor Lawson discuss recent events at the firm, subscription services and summer plans.
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William D. Smith Named an ACCREDITED ESTATE PLANNER® Designee

Cleveland, Ohio -William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).  As a Financial Advisor at Capitol Financial Solutions, he serves as Team Leader for his thriving financial services team in Raleigh, North Carolina. Will has been a Financial Advisor with Capitol Financial Solutions since 2002 and is responsible for...
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Andrew Rose and Will Smith Inaugural Vlog

Andrew Rose and Will Smith Inaugural Vlog.
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#capitolcares

service: (sur-vis) Noun: An act of helpful activity; help; aid. “to do someone a service.” As we approach the Holiday Season and New Year, many of us reflect on how fortunate we are this time of year. At Capitol Financial Solutions, we believe that a career in Financial Services goes beyond financial planning and wealth management. To our associates, the term “service” beckons a holistic approach to bettering people’s lives in our area and throughout the United States.
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Against All Odds

One of the biggest challenges facing the financial services industry today is helping inexperienced advisors get started in the business and leading them to build a sustainable career.  Today, we will highlight two young men who have done just that with the help and support of a team at our firm in Raleigh, NC.
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Progression of Leadership

Leadership is a funny thing.  You don’t typically realize that you’ve lost influence until it is long gone.  I’ve been led in multiple ways over the course of my personal and professional life and have noticed that my perception of leadership has evolved dramatically as I age. 
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Embrace Change

The financial services industry has undergone significant change over the past 15 years - regulation, taxes, product offerings, access to information, and legislative shifts, to name a few.  Now, more than ever, it is important to brace ourselves as the fiduciary standard is being debated in Washington.  This, like most legislation, will alter the financial services landscape yet again.One thing that I have learned in my tenure is that change is constant and the only way to truly...
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