Bill Smith

Bill Smith, CFP, is a Senior Wealth Advisor at Truist since 2025. Previously, they served as Managing Director and Senior Vice President of Private Wealth Advisory Services at First Citizens Bank from 2002 to 2013, and as Vice President in the Private Client Group at TD Private Bank from 2013 to 2025. Bill began their career at First Union National Bank, where they were a VP and Sales Leader from 1995 to 2002. They hold a Bachelor of Science in Marketing from Virginia Tech and attended the Southeastern Trust School at Campbell University in 2006.