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William Smith, MS

Financial Planning Associate/Wealth Advisor


B.S. Financial Management, Minoring in Accounting,
Clemson University

With over 7 years of comprehensive experience in accounting, specializing in individual taxes, small business owners, and high-net-worth individuals, Will has recently transitioned into the role of a Wealth Adviser. Driven by a passion for empowering clients to achieve financial freedom and success, Will brings a wealth of expertise and a unique skill set to TriCapital Wealth Management.

Will holds a Master of Science in Accounting and a Bachelor of Science in Business Administration with a focus on Accounting from Appalachian State University. Will graduated with honors and was a member of the Varsity Football team.

Beyond professional pursuits, Will maintains an active lifestyle, firmly believing in the correlation between physical fitness and mental clarity. Will enjoys indulging in a variety of outdoor activities, including golf, hiking, fishing, MMA, and hunting.