SMITH FINANCIAL
Smith Financial
C. Wilson Smith III
Wealth Management Advisor|J.D., MBA
Simplifying Retirement Plans
About Wilson Smith
Wilson Smith has been a part of the financial services industry since 2003 and has continually sought to improve his knowledge and expertise through continuing education and hard work. After receiving a Bachelor of Science in Finance, Wilson worked at Northwestern Mutual as a Financial Representative. In order to learn more about tax mitigation, he continued his education, completing law school in just two years, and graduating with honors, Cum Laude. He spent the next three years prosecuting white collar crimes for the Attorney General's Office, and subsequently entered private practice as a litigator, where he prosecuted securities litigation cases. He later completed his M.B.A. to continue to better understand his clients' needs.
Looking to serve his clientele more efficiently in the area of finance and tax mitigation, Wilson opened his own financial practice. He serves businesses and families across the country.
Wilson is an attorney holding licenses in South Carolina and Montana. He maintains securities registrations and insurance licenses where he serves his clients.
Financial Industry Regulatory Authority (FINRA)
- Series 7: General Securities Representative Exam
- Series 63: Uniform Securities Agent State Law Exam
- Series 65: Uniform Investment Adviser Law Exam
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Wealth Management
Qualified Plan Benchmarking
Tax-Efficient Strategies
Business Employee & Executive Benefits Planning
Qualified Plan Fiduciary Education
Insurance Protection Strategies
Retirement Planning & Income Strategies
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
