BIO Bill Smith
Bill was born in Union Springs, AL and graduated from Hartselle High in 1981. He graduated from The University of Alabama with a degree in business management and also his MBA in 1988. Bill is the proud father of two children, Elizabeth and Will.
Bill has a lot of experience and has worked in Wealth Management, Insurance and investments since 1999. He believes that honesty and integrity are the most important ingredients to success in life. He is very proud to be an approved member of the National Ethics Board.
Over time, I became frustrated with my past employers. So I founded Bill Smith Wealth Management with the goal of helping to maximize financial options available to my clients. As President of Bill Smith Wealth Management, LLC, an independently owned and operated company, I do not have any sales quotas to meet or additional product sales requirements. This allows me to focus all of my energy on meeting your specific financial needs. Your best interest is what matters to me.
I have been a licensed financial advisor, servicing clients in and around Alabama since 1999 and I have been in the financial services industry since 1988. I hold the professional designations of Certified Fund Specialist (CFS) and Certified Estate and Trust Specialist (CES). I earned both Bachelor of Science (BS) and Masters of Business Administration (MBA) degrees from The University of Alabama. I have successfully completed the FINRA Series 6, Investment Company Products/Variable Contracts Representative , Series 7, General Securities Representative, Series 63, Uniform Securities Agent State Law Exam, and Series 65, Investment Advisor Representative Licenses and I am fully licensed by The Alabama Department of Insurance. I am Investment Advisor Representative.
I will personally meet with you to learn about your specific needs. Together we will structure the plan so that it is specifically designed for you with the goal of protecting your principal and safely growing your money over time. I work with clients with small or large portfolios. Please give me a call at (205) 206-4528 (office) so that we can arrange a time to meet that is convenient for you.
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