CFP®

Associate Financial Advisor with the practice of Shawn D Smith

SMITH & ASSOCIATES A private wealth advisory practice of Ameriprise Financial Services, Inc.

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Address
4055 International Plz
Ste 110
Fort Worth, TX 76109

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Map & Directions
(817) 377-9998
william.l.campbell@ampf.com

My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement — on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies — all aimed at maintaining your financial independence and lifestyle. You've worked hard. Now, as retirement approaches, it's your turn to redefine the second half of your life.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.

More people come to Ameriprise for financial planning than any other company.1
  • An Ameriprise-associated financial advisor franchise
  • I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct certain business in NY, AZ, MO, OR.
Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options

Qualifications
  • Ameriprise Financial President's Recognition Award
  • BAAS, 1997, University of North Texas
Community Service
  • Fort Worth Museum of Modern Art, Modern Contemporaries Steering Committee

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.