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

Advanced Planning Advisor

William D. Smith Named an ACCREDITED ESTATE PLANNER® Designee

William D. Smith, CFP®, AIF®, RICP®, LUTCF, CLTC, Named an ACCREDITED ESTATE PLANNER® Designee

by the National Association of Estate Planners & Councils on January 22, 2018

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 providing financial solutions and strategies for his clients. Smith’s interests and passions go beyond his career and his business success. He is an active member in the Downtown Raleigh Alliance, the McConnell Golf Network and Raleigh Country Club, Duke Cancer Center, Wendell Christian Church, Wounded Warrior Project, American Heart Association and The West Virginia Flood Relief Project.

 

The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.  The AEP® designation is available to actively practicing attorneys (JD) and Certified Public Accountants (CPA); or those currently designated as a Chartered Life Underwriter® (CLU®); Chartered Financial Consultant® (ChFC®); Certified Financial Planner (CFP®); Chartered Financial Analyst (CFA); Certified Private Wealth Advisor® (CPWA®); Chartered Advisor in Philanthropy® (CAP®); Certified Specialist in Planned Giving (CSPG); or Certified Trust & Financial Advisor (CTFA).

 

It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.  An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

 

The NAEPC is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.  NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards.  NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.

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For more information or to schedule an interview with M. Eileen Dougherty, NAEPC president, please contact Susan Austin Carney at 866.226.2224 or susan@naepc.org.

 

For more information about Will, please visit http://www.willsmithfinancial.com  or contact him at (919) 719-3839 or by email at wsmith@capfs.com.

 

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