Our Team
William B. Smith, CFP®
President, Securities Principal, Registered Investment Advisor
Bill founded W.B. Smith Companies in 1981 to provide clients with the highest quality financial and wealth management services in New England. In addition to growing the Company and shaping its future, Bill maintains a strong commitment to his clients through dedicated client servicing and day-to-day financial advisory activities. After more than 25 years of financial planning and investment experience, Bill continues to increase the scope of his expertise by exploring alternative investment vehicles and strategies that represent value added to the Firm’s clients. Bill received a B.S. in Economics (with a minor in Mathematics and English) from Bryant University and a Certified Financial Planner™ designation (CFP®) from the College of Financial Planning. Bill serves on a variety of boards and committees, is very active in the community. He is married with four children and participates in a wide variety of sports, including, skiing, golfing, tennis and fishing.
