Clients choose to work with Will because of his patience, vision, and belief in collaboration.  What this means is that he and clients engage in a deep conversation about life goals and look to align those with an authentic plan of action.  The real benefit is the confidence, clarity, and peace of mind knowing you truly have a plan that serves you now and brings you closer to your life's intentions.

Professional Services
Financial Needs Analysis
Investments & Asset Management
Products and Services for Retirement Planning
Estate Planning
Personal and Business Insurance
Philanthropic & Charitable Strategies
Retirement Income Solutions

Professional Qualifications
National Association of Insurance and Financial Advisors (NAIFA), President
IFAPAC, Member & Advocate
Sales Manager for Capitol Financial Solutions
Holds the Life Underwriter Training Council Fellowship designation
Professionally certified in Long-Term Care Insurance (CLTC)
FINRA Series 6, 63, 65 Licenses
Investment Advisor Representative and Registered Representative
Life/Health License
Million Dollar Round Table, Qualifier
John Hancock Financial Network ACE conference qualifier

Personal
William D. Smith Scholarship at Rural Retreat High School, Rural Retreat, VA, Founder
Hampden - Sydney College- Society of Founders, Member
Duke Comprehensive Cancer Center (DCCC), Supporter & Volunteer
DCCC’s Shingleton Society, Member
DCCC’s Citizens Advisory Council, Chairman
Get Your Rear into Gear, Participant
Downtown Raleigh Alliance, Membership Committee
Raleigh Downtown Living Advocates, Member
Graduate of Hampden-Sydney College with a B.A. in Economics, 2002
Avid & Vibrant Public Speaker
Enthusiast - Golf, Travel, Wine, Art
Lettered in both Football & Baseball at Hampden-Sydney College

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Capitol Financial Solutions, LLC is independent of John Hancock and Signator Investors, Inc. 8816 Six Forks Road Suite 301, Raleigh, NC 27615. (919) 546-0400. 201-20110707-78135