William Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC
Advanced Planning 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. 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 sons, Jack and Ben.