Lacey E. Buteyn, CFP®, CIMA® Transfers Portfolio to Williams Financial Group
Move Gives Client Base Wall Street Resources with Main Street Intimacy
Plano, TX, September 02, 2011 --(PR.com)-- Independent Wealth Management Advisor Lacey E. Buteyn, CFP®, CIMA® announced today she has transferred her portfolio to Williams Financial Group. The move allows Ms. Buteyn to give her client base unparalleled resources while still maintaining the intimacy of a small office.
“My clients are my first priority and this move was the result of careful thought and consideration about what was best for them,” said Ms. Buteyn. “I needed a simple, concise and trustworthy solution that would allow me to reclaim the resources of Wall Street while still providing my clients with a Main Street feel. My approach is the same. My passion is client care and the support services and broad spectrum of investment products that Williams Financial Group offers is exactly what my clients need.”
Williams Financial Group is an association of independent brokers and advisors, combining the best elements of institutional expertise with independence and an entrepreneurial spirit. Ms. Buteyn stressed that client money remains with the same clearing firm, National Financial Services (NFS) www.nationalfinancialservices.com, and is still regulated by all of the same federal and state authorities such as the Securities & Exchange Commission (SEC), State Security Board, and Financial Regulatory Authority (FINRA).
“Lacey wanted the strength of partnership and the flexibility of independence to give her clients the best care possible,” said Wilson Williams, CEO of Williams Financial Group. “By partnering with an independent broker-dealer, she has catapulted her business to the forefront of industry technology, products, and services.”
Ms. Buteyn’s office is at the Shops at Legacy in the heart of West Plano and home to several large financial institutions including Merrill Lynch and Morgan Stanley Smith Barney. As a professional and trusted Certified Financial Planner™ and Certified Investment Management Analyst™, Ms. Buteyn develops meaningful relationships with each client to fully evaluate their financial goals and dreams. With a personally tailored touch, clients receive professional advice customized to their specific needs and situation. Previously, Ms. Buteyn was Assistant Vice President at Merrill Lynch for 10 years.
About Williams Financial Group
Founded in 1988, Williams Financial Group is a privately held Dallas-based financial services firm with over 6.5 billion in assets under management. We provide a broad range of securities, brokerage, advisory and investment services to over 250 independent Financial Professionals, giving them the ability to independently serve their own clients who are primarily individual investors and select institutions. For more information visit www.williams-financial.com.
###
“My clients are my first priority and this move was the result of careful thought and consideration about what was best for them,” said Ms. Buteyn. “I needed a simple, concise and trustworthy solution that would allow me to reclaim the resources of Wall Street while still providing my clients with a Main Street feel. My approach is the same. My passion is client care and the support services and broad spectrum of investment products that Williams Financial Group offers is exactly what my clients need.”
Williams Financial Group is an association of independent brokers and advisors, combining the best elements of institutional expertise with independence and an entrepreneurial spirit. Ms. Buteyn stressed that client money remains with the same clearing firm, National Financial Services (NFS) www.nationalfinancialservices.com, and is still regulated by all of the same federal and state authorities such as the Securities & Exchange Commission (SEC), State Security Board, and Financial Regulatory Authority (FINRA).
“Lacey wanted the strength of partnership and the flexibility of independence to give her clients the best care possible,” said Wilson Williams, CEO of Williams Financial Group. “By partnering with an independent broker-dealer, she has catapulted her business to the forefront of industry technology, products, and services.”
Ms. Buteyn’s office is at the Shops at Legacy in the heart of West Plano and home to several large financial institutions including Merrill Lynch and Morgan Stanley Smith Barney. As a professional and trusted Certified Financial Planner™ and Certified Investment Management Analyst™, Ms. Buteyn develops meaningful relationships with each client to fully evaluate their financial goals and dreams. With a personally tailored touch, clients receive professional advice customized to their specific needs and situation. Previously, Ms. Buteyn was Assistant Vice President at Merrill Lynch for 10 years.
About Williams Financial Group
Founded in 1988, Williams Financial Group is a privately held Dallas-based financial services firm with over 6.5 billion in assets under management. We provide a broad range of securities, brokerage, advisory and investment services to over 250 independent Financial Professionals, giving them the ability to independently serve their own clients who are primarily individual investors and select institutions. For more information visit www.williams-financial.com.
###
Contact
Carey Marin
214-914-1157
214-914-1157
Contact
Categories