Bill Williams

Registered Representative
Investment Adviser Representative

Mission Statement:

To help individuals accumulate and protect their financial wealth, as well as, guide them in distributing their assets wisely to help them achieve their financial goals.

Personal & Professional Qualifications:

I served for many years as a teacher, coach, principal, and head administrator. My experience includes communication, budgeting, fundraising, and financial stewardship. For the past several years, as a Registered Representative, my investment experience, listening skills, wisdom, attention to details, and compassion allow me to effectively partner with my clients.

Company History:

It has been my privilege to serve as a registered representative since January of 2009 and as an Investment Adviser Representative since 2011.

Company Specialty and Services:

My specialty is assessing where my clients are financially, and then partnering with them in developing a strategy to help get them where they want to go. I assist them with retirement and estate planning, life insurance, employee benefits, long term care, and investing.

Phone 614.300.1560
Fax 614.824.4465
Mobile Phone 614.578.0465