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

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

Advanced Planning Advisor, Team Leader

Services

  • Objective Financial Guidance, Advice, and Consulting
  • Fiduciary‐Based Approach
  • Fee‐Based Financial Planning
  • Retirement Income Strategies
  • Survivor Benefits Strategies
  • Social Security and Long‐Term Care Planning
  • Defined Benefit Plan and Pension Analysis
  • Investment Strategies and Asset Management
  • Estate and Business Succession Planning
  • Personal and Business Insurance Analysis

Qualifications

  • Team Leader at Capitol Financial Solutions
  • Serving the Financial Services Industry since 2002
  • Graduate, Duke University Executive Certificate in Financial Planning
  • CERTIFIED FINANCIAL PLANNER ™ (CFP®) Designee
  • Accredited Investment Fiduciary (AIF®) Designee
  • Accredited Estate Planner® (AEP®) Designee
  • Retirement Income Certified Professional (RICP®) Designee
  • Life Underwriter Training Council Fellow (LUTCF) Designee
  • Certified in Long‐Term Care (CLTC) Designee
  • FINRA Series 7 General Securities Registration and FINRA Series 24 General Securities Principal
  • Nationally Recognized Member of Million Dollar Round Table (MDRT)
  • Achieving Client Excellence (ACE) Qualifier for Signator Investors, Inc, 2003,2007,2009,2011,2014,2015
  • Past President of the National Association of Insurance and Financial Advisors (NAIFA), Triangle Chapter
  • NAIFA Advisor of the Year, 2009


About Will

  • Resides in the Five Points area of Raleigh with wife, Summer, and sons, Jack and Ben.
  • Graduate of Hampden‐Sydney College with B.A. in Economics
  • Collegiate Letterman in Football and Baseball
  • Member of McConnell Golf Network & Raleigh Country Club
  • Proud Supporter of Many Charitable Organizations
  • Avid and Vibrant Public Speaker
  • Downtown Raleigh Alliance, Member