Gary Williams of Williams Asset Management Attends Exclusive Conference for Financial Advisors and Gives Back to Puerto Rico Youth
Columbia, MD, May 18, 2013 --(PR.com)-- Gary Williams, CFP®, CRPC®, AIF®, President of Williams Asset Management in Columbia, MD, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Leaders Conference, April 21–26, 2013, at St. Regis Bahia Beach Resort in Rio Grande, Puerto Rico. The Leaders Conference is extended to an exclusive group of distinguished advisors based on a ranking of annual production among Commonwealth’s network of 1,450 financial advisors.
Wayne Bloom, CEO of Commonwealth, stated, “We are pleased Gary joined us at Leaders. In addition to sponsor presentations and educational sessions, this conference provides our advisors with opportunities to connect with industry leaders, peers, and Commonwealth’s senior management—all in an open and engaging setting. Achieving Leaders status signifies excellence in Gary’s craft and a proven ability to provide time-tested, top-notch client service.”
Throughout the conference, an array of business meetings and informational sessions allowed attendees to gain instrumental insights and recommendations from industry leaders. Portions of the conference were also dedicated to interacting with peers through numerous networking sessions. Overall, emphasis was placed on financial advisors’ priority to provide the highest level of service and value to their client base.
“Attending this conference was extremely beneficial to my continued learning,” said Williams. “Through the formal sessions and networking opportunities that were offered, I gained insights that will help me manage my firm and better serve my clients.”
While in Puerto Rico, Gary also joined in an afternoon of giving back. Partnering with Odyssey Teams, Inc., Commonwealth volunteers designed and built custom playhouses for children, which were subsequently donated to nonprofit youth programs, Montessori schools, and low-income housing throughout Puerto Rico.
About Williams Asset Management
Gary Williams has been providing individuals and organizations with financial guidance since 1994. Located at 8850 Columbia 100 Parkway, Columbia MD, the advisors of Williams Asset Management pride themselves on crafting unique strategies for each client. For more information, please visit www.WilliamsAssetManagement.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,450 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
Wayne Bloom, CEO of Commonwealth, stated, “We are pleased Gary joined us at Leaders. In addition to sponsor presentations and educational sessions, this conference provides our advisors with opportunities to connect with industry leaders, peers, and Commonwealth’s senior management—all in an open and engaging setting. Achieving Leaders status signifies excellence in Gary’s craft and a proven ability to provide time-tested, top-notch client service.”
Throughout the conference, an array of business meetings and informational sessions allowed attendees to gain instrumental insights and recommendations from industry leaders. Portions of the conference were also dedicated to interacting with peers through numerous networking sessions. Overall, emphasis was placed on financial advisors’ priority to provide the highest level of service and value to their client base.
“Attending this conference was extremely beneficial to my continued learning,” said Williams. “Through the formal sessions and networking opportunities that were offered, I gained insights that will help me manage my firm and better serve my clients.”
While in Puerto Rico, Gary also joined in an afternoon of giving back. Partnering with Odyssey Teams, Inc., Commonwealth volunteers designed and built custom playhouses for children, which were subsequently donated to nonprofit youth programs, Montessori schools, and low-income housing throughout Puerto Rico.
About Williams Asset Management
Gary Williams has been providing individuals and organizations with financial guidance since 1994. Located at 8850 Columbia 100 Parkway, Columbia MD, the advisors of Williams Asset Management pride themselves on crafting unique strategies for each client. For more information, please visit www.WilliamsAssetManagement.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power and Associates ranks Commonwealth “Highest in Independent Advisor Satisfaction among Financial Investment Firms, Three Times in a Row.” The firm supports more than 1,450 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
Contact
Williams Asset Management
Gary Williams
(410) 740-0220
www.WilliamsAssetManagement.com
Gary Williams
(410) 740-0220
www.WilliamsAssetManagement.com
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