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Ms. Williams seeks to assist families throughout every stage of life. She serves families in the areas of Adoption, Estate Planning, Business Planning, Guardianship and Probate. Ms. Williams has had a long career in financial and estate planning, serving high net worth clients, business owners, and athletes, initially from a wealth management perspective and currently from a legal perspective. After starting her career in accounting and finance, Ms. Williams worked as a Director for a large financial services firm and obtained her Certified Financial Planner™ Certification. Ms. Williams went on to open her own financial planning firm and serve as an Adjunct Faculty member for DePaul University, developing and teaching curriculum for ten years in the areas of estate planning, financial planning, and insurance.
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Chat withState: Minnesota
Acquired: 2008
No misconduct found
State: Florida
Acquired: 2007
No misconduct found
State: Illinois
Acquired: 2006
No misconduct found
P.O. Box 9619, Naples, FL, 34101-9619
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2006
JD
1996
MBA - Master of Business Administration
1991
BS - Bachelor of Science
English