About Me
William T Smith, CFP®, ChFC®, CLU®, CASL®, RICP®
Financial Planner
Financial Advisor
PROFESSIONAL BACKGROUND
As a Financial Advisor and Financial Planner at MassMutual Carolinas, I bring over 30 years of experience in the industry to the table. With professional designations including CFP®, CLU®, ChFC®, RICP®, and CASL®, I've dedicated my recent work to specializing in Retirement Planning for my clients.
My journey in the financial services world started over three decades ago when I was introduced to this industry by a family member. Since then, I've been passionate about helping individuals navigate their financial futures; especially in retirement and estate planning. I've received consistent recognition at MassMutual and MetLife, attending 22 Leaders Conferences from 1986 to 2019 and achieving four Presidents Conferences.
The most fulfilling part of my career is building enduring relationships with my clients and witnessing tangible improvements in their lives through the advice I provide. My financial practice is centered on building relationships of continuity, ensuring my clients receive personalized and sustained support.
Originally from Elizabethtown, NC, my roots trace back to Charlotte since 1963 when my parents moved there. Outside work, I enjoy music, reading, exploring foreign cultures, and spending time with my family. I’ve celebrated over 40 years married to my wife Patricia. We have two adult children and three grandchildren: Annabel, Caroline, and Campbell.
With a wealth of experience, a commitment to client success, and a passion for building lasting relationships, I'm here as your trusted advisor, walking alongside you through retirement and crafting your legacy for the next generation.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services , LLC. Member SIPC (www.sipc.org). Supervisory address: 4350 Congress St., Suite 300, Charlotte, NC 28209. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. CRN202704-6273925