Lee’s Summit

Bill Smith


Wealth Advisor

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

Bill Smith
Bill Smith

Professional Certifications


About Bill

As a wealth advisor, 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 their career or beginning to think about retirement, Bill has extensive experience guiding clients through those major life transitions. He recognizes that each client has their own needs, wants and objectives, and they deserve a wealth plan specifically designed to address those areas.

Bill has served as a financial advisor since 2014, first at Madison Wealth Advisors, which Buckingham Strategic Wealth acquired in 2023. Before transitioning to the wealth management industry, Bill 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. He also held various positions in the industrial engineering department. In addition, for 14 years Bill was president and owner of Precision Fabricating/Missouri Tank & Pressure Vessels, which provided structural and plate metal fabrication.

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.