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Bill Smith Email & Phone Number
Retirement and Income Planning Specialist | Financial Author | CEO
at
W.A. Smith Financial Group
2 work emails found
@wasmithfinancial.com
3 phones found area 419 and 866
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Retirement and Income Planning Specialist | Financial Author | CEO
Location
Ohio, United States, United States
Who is Bill Smith? Overview
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Quick answer
Bill Smith is listed as Retirement and Income Planning Specialist | Financial Author | CEO at W.A. Smith Financial Group, based in Ohio, United States, United States. AeroLeads shows a work email signal at wasmithfinancial.com, phone signal with area code 419, 866, and a matched LinkedIn profile for Bill Smith.
Bill Smith previously worked as Retirement & Income Planning Specialist | Financial Author | CEO at W.A. Smith Financial Group and Wealth Preservation Consultant | Investment Advisor Representative | President & CIO at Great Lakes Retirement, Inc.. Bill Smith holds A.A.B., Business Management from The University Of Akron.
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Email format at W.A. Smith Financial Group
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{first}.{last}@wasmithfinancial.com
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AeroLeads found 2 current-domain work email signals for Bill Smith. Compare company email patterns before reaching out.
Profile bio
About Bill Smith
William A. Smith, Registered Investment Advisor and Founder of W.A. Smith Financial Group, has over two-decades of experience helping financially responsible individuals with retirement planning, estate planning, wealth preservation & financial planning. For Smith, providing optimal & sound advice to clients is his #1 commitment and priority. He holds a Series 66, insurance license & is a Registered Financial Consultant with the International Association of Registered Financial Consultants.Bill is sought after by local and national media. On a national level, he has appeared in The Wall Street Journal, Smart Money Magazine, Yahoo!Finance, AOL Finance, Forbes.com, Senior Market Advisor. Locally, he is on Cleveland's ABC NewsChannel 5 and Fox 8, where he is the Host of "Retirement Solutions" with co-host Robin Swoboda. Bill also hosts the popular radio show, “Retirement Solutions." He is the author of “Knock-Out Your Retirement Income Worries FOREVER: The Ultimate Training Guide for Developing Financial Security”, which was published in December 2011. Outside of his profession, he enjoys spending time with his wife Erica and three children. They enjoy spending time together as a family boating on Lake Erie and supporting each other at numerous sporting events.W.A. Smith Financial Group specializes in reliable income plans that clients cannot outlive and reducing unnecessary estate and income taxation. Their seasoned team of advisors and support staff are committed to providing the best service in the retirement planning industry today. They do this by strategically helping clients lower tax bills, reduce investment fees, protect money from future stock market declines and develop income plans that they will never outlive. W.A. Smith also provides education about key issues clients face when it comes to retirement—like creating guaranteed income, managing wealth in any economy, applying the right amount of investment risk & making sure the estate is in order.
Listed skills include Retirement Planning, Retirement, Estate Planning, Financial Advisory, and 36 others.
Current workplace
Bill Smith's current company
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3 roles
Bill Smith work experience
A career timeline built from the work history available for this profile.
Retirement & Income Planning Specialist | Financial Author | Ceo
CurrentW.A. Smith Financial Group is Ohio's premier retirement and income planning firm. We help people insure and secure their money.
Jan 2011 - Present
Wealth Preservation Consultant | Investment Advisor Representative | President & Cio
Current
Great Lakes Retirement, Inc.
Investment Advisory Services offered through Great Lakes Retirement, Inc., an Ohio Registered Investment Advisor. Bill Smith is also a licensed insurance agent with the state of Ohio.
Jan 2000 - Present
1 education record
Bill Smith education
FAQ
Frequently asked questions about Bill Smith
Quick answers generated from the profile data available on this page.
What company does Bill Smith work for?
Bill Smith works for W.A. Smith Financial Group.
What is Bill Smith's role at W.A. Smith Financial Group?
Bill Smith is listed as Retirement and Income Planning Specialist | Financial Author | CEO at W.A. Smith Financial Group.
What is Bill Smith's email address?
AeroLeads has found 2 work email signals at @wasmithfinancial.com for Bill Smith at W.A. Smith Financial Group.
What is Bill Smith's phone number?
AeroLeads has found 3 phone signal(s) with area code 419, 866 for Bill Smith at W.A. Smith Financial Group.
Where is Bill Smith based?
Bill Smith is based in Ohio, United States, United States while working with W.A. Smith Financial Group.
What companies has Bill Smith worked for?
Bill Smith has worked for W.A. Smith Financial Group and Great Lakes Retirement, Inc..
How can I contact Bill Smith?
You can use AeroLeads to view verified contact signals for Bill Smith at W.A. Smith Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Bill Smith attend?
Bill Smith holds A.A.B., Business Management from The University Of Akron.
What skills is Bill Smith known for?
Bill Smith is listed with skills including Retirement Planning, Retirement, Estate Planning, Financial Advisory, Financial Planning, Fixed Annuities, Investments, and Insurance.
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