James (JJ) Williams, CFP®, MBA

CEO & Founder | Wealth Advisor at Williams Financial, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Shaftsbury, Vermont, United States, US

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Credentials

  • CFP®
    CFP Board
    Apr, 2018
    - Nov, 2024
  • Ice House Entrepreneurship Program Facilitator
    The Entrepreneurial Learning Initiative
    May, 2012
    - Nov, 2024

Experience

  • Williams Financial, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • CEO & Founder | Wealth Advisor
      • Sep 2005 - Present

      Williams Financial, LLC provides Fee-Only financial planning, investment management, income tax planning and estate planning services to affluent individuals and families. Our goal is to provide oversight and guidance to our clients and their families, as we help them restore order and peace in their financial lives. As Fee-Only financial planners, investment advisors, and tax professionals, we avoid conflicts of interest by working solely for our clients. We receive no compensation (commissions) from third parties, such as mutual funds or insurance companies, and we do not sell any financial products. Less than 4% of financial advisory firms are structured this way. Williams Financial, LLC is an independent, Fee-Only, registered investment advisory firm with offices in Massachusetts, New York, and Vermont. Show less

  • Hudson Valley Community College
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Adjunct Professor of Entreprenuership
      • Jan 2011 - Present

Education

  • University of Massachusetts at Amherst - Isenberg School of Management
    MBA, Finance
    2002 - 2004
  • Boston University
    Certificate in Financial Planning, Financial Planning and Services
    2015 - 2017
  • Southern Vermont College
    Bachelor of Science, Business Administration
    1997 - 2001

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