Bill Smith is a Financial Advisor with Walser Wealth Management, bringing more than 25 years of
experience across wealth management and banking. Throughout his career, Bill has worked with
high-net-worth individuals and families and held roles with respected financial institutions including
Morgan Stanley, Fisher Investments, and TIAA Bank.

Bill believes successful financial planning begins with understanding what matters most to each
client. His relationship-focused approach goes beyond individual investments, helping clients
connect their portfolio with retirement income, tax considerations, estate planning, and healthcare
as part of a comprehensive financial strategy. He was drawn to Walser Wealth’s integrated,
team-based approach and focus on individualized long-term planning.

Bill holds the FINRA Series 7, 63, and 65 licenses. He lives in St. Petersburg, Florida, and outside of work enjoys spending time with his family, traveling, and playing golf.