8816 Six Forks Road, Suite 301, Raleigh, NC 27615

arose@capfs.com

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William D. Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

William D. Smith, CPWA®, CFP®, AIF®, AEP®, RICP®, LUTCF, CLTC

Advanced Planning Advisor

919.719.3839

wsmith@capfs.com

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Office: 919.719.3853

8816 Six Forks Road

Suite 301

Raleigh, NC 27615

Series 6, 63 and 7

arose@capfs.com

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