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Will Smith, CWM®, ChFM®

Financial Planning Associate/Wealth Advisor
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EDUCATION:

B.S. Financial Management, Minoring in Accounting,
Appalachian State University

With over 7 years of comprehensive experience in accounting, specializing in individual taxes, small business owners, and high-net-worth individuals, Will has recently transitioned into the role of a Wealth Adviser. Driven by a passion for empowering clients to achieve financial freedom and success, Will brings a wealth of expertise and a unique skill set to TriCapital Wealth Management.

Will holds a Master of Science in Accounting and a Bachelor of Science in Business Administration with a focus on Accounting from Appalachian State University. Will graduated with honors and was a member of the Varsity Football team.

Beyond professional pursuits, Will maintains an active lifestyle, firmly believing in the correlation between physical fitness and mental clarity. Will enjoys indulging in a variety of outdoor activities, including golf, hiking, fishing, MMA, and hunting.

  • 7+ years in public accounting, family office accounting services
  • Series 7 Representative, Osaic Wealth, Inc.
  • Series 65 Representative, TriCapital Wealth Management
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Advisory Services are offered through TriCapital Wealth Management.  Securities offered through Osaic (Osaic Wealth, Inc) member FINRA/SIPC. Osaic Wealth, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.  This communication is strictly intended for individuals residing in the states of NC, SC, TN, NY, GA, DC, PA, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. TRICAPITAL® is a Registered Trademark in the United States of America.

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