TD Bank - William Smith Relationship Manager NMLS #737952

(828) 808-9393
(828) 808-9393
William.Smith@td.com
Registered Address
200 College Street
Asheville, NC 28801
US
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About William Smith

As a Private Client Relationship Manager, William Smith delivers TD Wealth’s full offering of private client banking, lending, investment management, trust and estate planning services to high net worth individuals and institutional clients in his market. He works closely with each client to assess their needs and develop a comprehensive plan focused on their financial goals. In executing upon this strategy, William leverages the resources of TD Wealth and TD Bank to assemble a team of specialists to identify the needs of each client. As the primary point of contact, he develops an extensive relationship with each client and works closely with the team assembled to support their needs.

Prior to joining TD Wealth in 2013, William held roles as Managing Director at First Citizens Bank and a Sales Leader at First Union National Bank. William is actively involved in his community and volunteers for several charitable and non-profit organizations.

Languages available

English

Services

  • Mortgages and Home Equity Lines
  • Custom Credit
  • Financial Planning
  • Investment Management Services
  • Trust & Estate Planning
  • Institutional Services
  • Private Client Banking

Registrations

  • Series 7
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
    An individual who passes the Series 7 exam is qualified for the solicitation, purchase and/or sale of all securities products, including corporate securities, municipal fund securities, options, direct participation programs, investment company products and variable contracts.
  • Series 66
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
    The Series 66 is an exam and license that is meant to qualify individuals as investment advisor representatives or securities agents.
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Designations

  • Certified Financial Planner (CFP)
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.
    The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.

Education

Virginia Tech
Bachelor of Science degree

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Investment Solutions

TD Automated Investing
TD Automated Investing
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TD Automated Investing Plus
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TD Investment Services (US)
TD Investment Services (US)
Work with a dedicated Relationship Manager to build a diversified portfolio and a customized TD Wealth Plan built around your personal goals.
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Private Client Group
Private Client Group
Receive our highest level of service and allow us to manage all of your banking, investing and lending needs—led by a dedicated Relationship Manager.
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