William Smith, CWS®, has extensive experience in financial advisory roles, having served in various capacities at multiple prestigious organizations. Beginning a career at New York Life Insurance Company as Partner/Senior Financial Representative, William transitioned to The Guardian Life Insurance Company of America as Senior Financial Representative. After roles at Principal Financial Group and SunTrust, including positions as Vice President, Premier Banker, and Assistant Vice President, Financial Advisor at SunTrust Investment Services, William currently holds the title of Vice President, Wealth Advisor at Regions Bank since March 2017. In this role, William facilitates relationships with high-net-worth clients using a collaborative team approach to address personal, market, and aspirational risks while recommending tailored financial solutions.
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