William K. Smith, Associate
William is a 2020 graduate of the Financial Planning program at Virginia Tech. He joined Wealthway Financial Advisors in June 2020 as an Associate Financial Advisor. As an integral part of client meetings, he helps prepare financial plans, organize follow-up actions, and implement planning recommendations. He contributes to our ongoing research on planning strategies, helpful resources, techniques, and processes as we continue to enhance our client service offerings. William passed the CFP exam in March of 2021 and will earn the CFP marks upon fulfilling the two-year experience requirement.
William is from Bristow, Virginia, about 45 minutes outside of D.C. Growing up, he stayed busy playing football, running track, or spending time with friends. When not at work, you will most likely find him watching sports, listening to music, or enjoying the outdoors.
William serves as a valuable point of contact for clients and is looking forward to building rich, long-term relationships as a part of the Wealthway team.
Listen to the latest episode of “Dollars & Common Sense”, hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP®. It airs every 2nd & 4th Tuesday at 6PM on WNIS 790AM.