Local Financial Advisor Receives Numerous Prestigious Accomplishments in 2015

William D. Smith, AIF®, RICP®, LUTCF, CLTC Recognized for High Performance
 
 
William D. Smith, AIF®, RICP®, LUTCF, CLTC
William D. Smith, AIF®, RICP®, LUTCF, CLTC
 
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* Capitol Financial
* Raleigh
* Will Smith

Industry:
* Finance

Location:
* Raleigh - North Carolina - US

Subject:
* Awards

RALEIGH, N.C. - March 7, 2016 - PRLog -- William D. Smith, AIF®, RICP®, LUTCF, CLTC, (http://www.willsmithfinancial.com/)a Financial Advisor with Capitol Financial Solutions (http://www.capfs.com/), an independent office of Signator Investors, Inc. (http://www.signatorinvestors.com/), has earned numerous prestigious accomplishments over the past year.

Smith has displayed a commitment to continuing his professional education and obtained his Series 24 Securities License (http://www.finra.org/industry/series24), which provides the knowledge needed to perform the critical functions of a general securities principal, including the rules and statutory provisions applicable to the supervisory management of a general securities broker-dealer.  He and teammate Trevor C. Lawson, AIF® are currently attending Duke University’s Executive Certificate in Financial Planning program. (http://www.fuqua.duke.edu/programs/other_programs/executive-education/)  This will allow them to sit for the Certified Financial Planner exam in 2016.

Will was also the first in the history of his firm to receive the ACE Award as both a Team Leader and as a Financial Advisor in the same year.  ACE is the highest honor that Signator Investors, Inc. bestows on their representatives.  Signator Investors (http://www.signatorinvestors.com/) honors leading advisors across their national network through the ACE Top Advisor Program.  Three other members of Smith’s team qualified for ACE in 2015.  The term ACE, which stands for Achieving Client Excellence, reflects Signator’s belief that achieving your vision of success depends on the professionalism, respect, integrity, and value you deliver to clients every day.

In addition to this recognition from Signator Investors, Will also qualified for membership into the prestigious Million Dollar Round Table (MDRT).  Considered the premier industry association of financial professionals, MDRT is an international network of leading investment and insurance representatives who serve their clients through their exemplary performance.  Considered the top 1% of the industry, they are held to the highest standards of ethics, knowledge, service and productivity.

Smith, along with his business partner, Scott D. Sorrell, CLU, ChFC, AIF, RICP, CASL, CLTC, have given several key speeches to industry groups where they discuss their vision for the future of financial services, which includes the  US Department of Labor’s Fiduciary Standard (http://www.naifa.org/advocacy/federal-issues-positions/fi...) which is expected to pass this year.

For more information on Will, please visit www.WillSmithFinancial.com

Will can be reached at (919) 719-3839 or at wsmith@capfs.com. His office is located at 8816 Six Forks Road, Suite 301, Raleigh, NC 27615.

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About Capitol Financial Solutions          Capitol Financial Solutions (http://www.capfs.com/) has a team of experienced financial professionals who are licensed and trained to help their clients achieve their financial goals. The firm’s reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals.  For more information, please visit www.capfs.com.

About Signator Investors Inc.,

Signator Investors Inc (http://www.signatorinvestors.com/)., powered by John Hancock Financial Network (JHFN) is a national network of independent firms with approximately 1,850 financial professionals across the U.S. A leader in the financial services industry having the stability and scale to offer an innovative business model, Signator gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity.

Registered Representative/Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Six Forks Road, Suite 301, Raleigh, NC 27615. 919-546-0400.  201-20160229-279297

Media Contact
Chessie Ralston
cralston@capfs.com
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Tags:Capitol Financial, Raleigh, Will Smith
Industry:Finance
Location:Raleigh - North Carolina - United States
Subject:Awards
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Page Updated Last on: Mar 08, 2016
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