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Lee’s Summit

Bill Smith

CFP®

Senior Wealth Advisor

400 SW Longview Blvd, Suite 220
Lee's Summit, MO 64081

Bill Smith

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Bill Smith

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Bill

Bill helps his clients realize their life goals – starting from defining what those goals are, developing a plan to achieve them, and monitoring progress over time. He serves as an educator, demonstrating the role that personal finances and wealth planning play in supporting their ambitions, dreams, and values.

For any stage of life, whether someone is just starting out in his or her career or beginning to think about retirement, Bill has extensive experience guiding clients through those major life transitions. He recognizes that each client has his or her own needs, wants, and objectives, and they deserve a wealth plan specifically designed to address those areas.

Bill resides in Liberty, Missouri, with his wife Carol. He enjoys spending time with his family, hunting, relaxing at the lake, and watching sports, especially football. He also has a family farm where he assists with raising row crops and cattle.

Professional Milestones

-Joined Focus Partners Wealth through the firm’s 2023 merger with Madison Wealth Advisors

-Spent 18 years with ATSF & BNSF Railways, where he was the vice president of the automotive business group and the vice president of information services

-Was president and owner of Precision Fabricating/Missouri Tank & Pressure Vessels, which provided structural and plate metal fabrication

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