Bill Smedley Profile Image

Bill uses a holistic approach to understanding his client's financial and lifestyle objectives followed by a team-based approach to implement ongoing strategies that best align with their goals. This approach is coupled with an exceptional level of personal concierge service to support his client’s needs.

Throughout his nearly 20+ years of banking experience, Bill has served in many private, personal, business, and investment banking roles. He holds 66 investment licenses including a Series 7 along with Utah state life and health insurance licenses. Bill earned his BS degree from the University of Utah with an emphasis in Finance, and has served the community through local organizations such as the Knights of Columbus as well as coaching youth baseball, football, and soccer.