William (Lex) Smith

William (Lex) Smith, CFP®
Managing Director Wealth Advisor Truist Bank

1 E Jefferson St

3rd Floor,

Brooksville, FL 34601-2622

About me

Background

William “Lex” Smith is a Senior Wealth Advisor with Truist Investment Services, Inc. He offers clients more than 25 years of financial services, retirement planning, and investment management experience. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
University of Florida

Personal Interests

Lex is a native of Florida and an active member of his community. He is past Chair of both the Pasco Economic Development Council and Pasco Hernando Workforce Board.  He presently serves as a board member of Pasco Hernando Workforce Board.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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