William Smith, CFA

William Smith, CFA

Portfolio Administrator

Phone: (256) 715-7715
Fax: (256) 715-7714
E-mail:
 

Will was born and raised in Huntsville, AL, where he grew up around the investment business.  He took an early interest in the art and science of value investing, which set him on an educational path to prepare for a career in the investment industry.  Will attended Auburn University to major in Economics and minor in Finance for his undergraduate degree.  While at Auburn, he was also a scholarship snare drummer in the Auburn University Marching Band.  He graduated Magna Cum Laude in 2010.  Will also earned his Master of Science in Finance from Auburn University, where he completed a three semester course of study in two semesters with a 4.0 GPA. 

During the last semester of his master's, he enrolled in the CFA Program.  In 2016, he earned the Chartered Financial Analyst® (CFA®) designation after passing all three levels of the CFA Program on the first attempt in consecutive years and completing the four years required work experience.  Will is also a member of the CFA Society of Alabama.

His professional investment career began with an internship at Morgan Keegan & Company, Inc., in Memphis, TN, where he worked in the Reporting and Analysis department.  After his internship, Will worked at Pfizer in the Financial Chargebacks department.  In October of 2012, Will moved back home to Huntsville, AL, to join Smith Thornton Advisors, LLC.  He holds the Series 7 and Series 66 registrations.

Will is married to Fawn Smith, CPA, and they are both members at Trinity United Methodist Church.  He is proud to serve on the board of the Boys & Girls Clubs of North Alabama.  He is very active in the community and enjoys playing drums, golf, and tennis in his spare time.

Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute.

 

 

 

 

Donna Ryberg

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals