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

Advanced Planning Advisor

Media

Podcast: Masters, Diversification & the Election

Will and Trevor chat about the Masters, the election and diversification. Enjoy!
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Podcast: Election 2020 and Life's Transitions

Will and Trevor chat about the upcoming election and life's transitions and more.
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Podcast: Election Webinar, Teacher Appreciation and More

Listen to Will and Trevor discuss our recent our recent webinar, give a special shout out to teachers and more...
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Podcast: Q1 vs Q3 Reviews, RegBi and More

Listen to Will and Trevor discuss current topics like annual reviews, RegBi, Team Retreat and more.
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45-year industry veteran joins Capitol Financial Solutions as affiliate advisor

We’re proud to announce that Earl Chesson will be joining our Capitol Financial Solutions team as an advisor with 45 years of experience in the areas of advanced wealth transfer, business and philanthropic planning.
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Podcast: Firm Reopen and Industry Terminology

Listen to Will and Trevor discuss the firms reopen strategy, COVID and industry terminology.
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Podcast: Cares Act and More

Take a few minutes to listen to Will Smith and Trevor Lawson discuss the Cares Act, a few success stories and more...
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Podcast: Fast Forward to March 2023

Will Smith and Trevor Lawson's Podcast: Fast forward to March 2023- what we learned from 3 years ago personally and financially.
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Podcast: NCAA Predictions and Interview with Devin Butler

Listen to Will Smith and Trevor Lawson discuss NCAA predictions and their interview with Devin Butler. Devin joined the team a few years ago and they review his experience in the industry.
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Podcast: SECURE Act and Upcoming Events

Listen to Will and Trevor discuss the SECURE Act and upcoming events.
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Happy Holidays

Listen to Will and Trevor discuss Christmas plans, what they are grateful for and 2020 sports predictions.
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Podcast: Exciting Life Changes & Year End Planning

Listen to Will and Trevor discuss exciting life changes, open enrollment and year end planning.
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More Meaning than 40

My birthday is this week and I’ll be 39 years old. Understandably, most people don’t exactly consider this year one of life’s milestones. However, the number holds a different meaning for yours truly.  Life has come a long way in the past 39 years and I’ll share with you a couple of reasons why this upcoming 12 months of my life matters so much to me.We all understand the symbolism in turning the big 4-0. Me, I could care less about next...
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Podcast: July 4th, Team Retreat and Client Appreciation

Listen to Will and Trevor talk about their respective July 4th holiday, their Team Retreat and much more....Listen to Will and Trevor talk about their respective July 4th holiday, their Team Retreat and much more....
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#CapitolCares

Happy to share this video montage of some of our #CapitolCares events throughout the years.
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Podcast: 2019 Mid- Year Review

Listen to Will Smith and Trevor Lawson discuss market volatility and recession fears and provide an update on their growing team at Capitol Financial Solutions.
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Rex Open Food Truck Event

Capitol Financial Solutions hosted our Annual Food Truck event at the Rex Open last week. A fun time had by all! Great weather, fabulous food, and networking with our top clients!
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Podcast: ACC Tournament & Market Update

Tune in to listen to Will and Trevor Lawson chat about the ACC Tournament and a quick market update!
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Podcast: Happy New Year

Tune in to listen to Will and Trevor recap 2018 and their plans for 2019.
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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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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck