2002 -
now Certified Private Wealth Advisor and Team Leader @
2002 -
now Financial Advisor @
William Smith Education
Duke University
(Financial Planning and Services)
2015
-
2016
Hampden-Sydney College
Bachelor of Arts (Economics)
1998
-
2002
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor (Business)
2022null
The American College
(Financial Planning and Services)
William Smith Summary
William Smith, based in Raleigh, NC, US, is currently a Certified Private Wealth Advisor and Team Leader at Capitol Financial Solutions. William Smith brings experience from previous roles at Capitol Financial Solutions. William Smith holds a 2015 - 2016 Duke University. William Smith has 1 emails on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.