Williams Asset Management Celebrates Twenty Years
Columbia, MD, July 16, 2014 --(PR.com)-- Williams Asset Management, one of Maryland’s premier wealth management firms for both individual investors and organizations, celebrates its 20th anniversary this year, a milestone that complements the firm’s focus on providing long-term financial wisdom to their clients for the past two decades.
“Since starting my firm in 1994, my goal was to build a comprehensive wealth management firm that wasn’t necessarily the biggest, but instead earned a quality reputation for being responsive, dedicated, and results-oriented. We take great pride in knowing that as fiduciaries, we are putting our client’s interests first,” says company President and founder, Gary S. Williams, CFP®. Gary continues, “The combination of committed and talented staff and loyal clientele has helped create a successful firm that humbles me.”
Williams Asset Management and Gary Williams have been recognized for many local and national awards throughout its 20 years. Some more recent recognition includes:
Williams Asset Management was named "Top Wealth Manager" in 2011 by AdvisorOne.[1]
Gary Williams has been named a 2011 FIVE STAR Wealth Manager in Baltimore Magazine.[2]
Gary Williams has been named a 2012 FIVE STAR Wealth Manager in Baltimore Magazine.[3]
Gary Williams has been named a Wealth Manager - Readers Choice recipient in the June 2012 Smart CEO Magazine.[4]
Williams Asset Management has been named a “Top Wealth Manager” in 2012 by AdvisorOne.[5]
Gary Williams has been named a 2013 FIVE STAR Wealth Manager in Baltimore Magazine.[6]
Gary Williams has been named "Top Advisor" in the CEO Choice Awards in Baltimore SmartCEO magazine.[7]
Gary Williams was recognized as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management in Maryland.[8]
As an active member of the community, Gary serves as a board member of the
Dancel Family Y in Howard County and the Governance and Nominating Committee of the Central Maryland Y's Board of Directors. Gary is a passionate supporter and is committed to ALS-related fundraising activities for research and equipment; to that end, he currently serves as an active board member of the Brigance Brigade Foundation and has written a book, The Art of Retirement, to raise money for the causes that are important to him.
To learn more about Williams Asset Management, please visit our website at: www.williamsassetmanagement.com. For more information about Gary’s book, The Art of Retirement (with Foreword by Ronnie Lott), please visit www.theartofretirement.org.
Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm. They provide independent and objective advice to a wide array of affluent individuals and families.
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.
[1]Based on assets under management (AUM) as of December 31, 2010. For more information about AdvisorOne, please see www.advisorone.com.
[2]Based on nine criteria, including customer service and overall satisfaction. Please visit www.fivestarprofessional.com for more information.
[3]Based on 10 objective eligibility and evaluation criteria, including minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education, and professional designations. The award is not indicative of the wealth managers' future performance.
[4]Based on a nomination from a client, that is also a reader of the magazine. Not based upon performance of any investment strategy, and there was no fee for this nomination.
[5]Based on assets under management. For a complete list of criteria, please see www.advisorone.com.
[6]Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. For more information, please visit www.fivestarprofessional.com.
[7]Based on Baltimore-area CEO's nominations who have personally observed or retained the services of these individuals.
[8]The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c) (3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. Visit www.nabcap.org for more information.
8850 Columbia 100 Parkway, Suite 204
Telephone: 410-740-0220
Fax: 410-715-9682
Website: www.williamsassetmanagement.com
Book: www.theartofretirement.org
“Since starting my firm in 1994, my goal was to build a comprehensive wealth management firm that wasn’t necessarily the biggest, but instead earned a quality reputation for being responsive, dedicated, and results-oriented. We take great pride in knowing that as fiduciaries, we are putting our client’s interests first,” says company President and founder, Gary S. Williams, CFP®. Gary continues, “The combination of committed and talented staff and loyal clientele has helped create a successful firm that humbles me.”
Williams Asset Management and Gary Williams have been recognized for many local and national awards throughout its 20 years. Some more recent recognition includes:
Williams Asset Management was named "Top Wealth Manager" in 2011 by AdvisorOne.[1]
Gary Williams has been named a 2011 FIVE STAR Wealth Manager in Baltimore Magazine.[2]
Gary Williams has been named a 2012 FIVE STAR Wealth Manager in Baltimore Magazine.[3]
Gary Williams has been named a Wealth Manager - Readers Choice recipient in the June 2012 Smart CEO Magazine.[4]
Williams Asset Management has been named a “Top Wealth Manager” in 2012 by AdvisorOne.[5]
Gary Williams has been named a 2013 FIVE STAR Wealth Manager in Baltimore Magazine.[6]
Gary Williams has been named "Top Advisor" in the CEO Choice Awards in Baltimore SmartCEO magazine.[7]
Gary Williams was recognized as a NABCAP Premier Advisor, an exclusive group of financial advisors who represent the best in quality wealth management in Maryland.[8]
As an active member of the community, Gary serves as a board member of the
Dancel Family Y in Howard County and the Governance and Nominating Committee of the Central Maryland Y's Board of Directors. Gary is a passionate supporter and is committed to ALS-related fundraising activities for research and equipment; to that end, he currently serves as an active board member of the Brigance Brigade Foundation and has written a book, The Art of Retirement, to raise money for the causes that are important to him.
To learn more about Williams Asset Management, please visit our website at: www.williamsassetmanagement.com. For more information about Gary’s book, The Art of Retirement (with Foreword by Ronnie Lott), please visit www.theartofretirement.org.
Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm. They provide independent and objective advice to a wide array of affluent individuals and families.
Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.
[1]Based on assets under management (AUM) as of December 31, 2010. For more information about AdvisorOne, please see www.advisorone.com.
[2]Based on nine criteria, including customer service and overall satisfaction. Please visit www.fivestarprofessional.com for more information.
[3]Based on 10 objective eligibility and evaluation criteria, including minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education, and professional designations. The award is not indicative of the wealth managers' future performance.
[4]Based on a nomination from a client, that is also a reader of the magazine. Not based upon performance of any investment strategy, and there was no fee for this nomination.
[5]Based on assets under management. For a complete list of criteria, please see www.advisorone.com.
[6]Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. For more information, please visit www.fivestarprofessional.com.
[7]Based on Baltimore-area CEO's nominations who have personally observed or retained the services of these individuals.
[8]The designation is awarded annually by the National Association of Board Certified Advisory Practices (NABCAP), a nationally-registered 501(c) (3) nonprofit organization, established to serve the needs of the investing public by helping identify top wealth managers. Visit www.nabcap.org for more information.
8850 Columbia 100 Parkway, Suite 204
Telephone: 410-740-0220
Fax: 410-715-9682
Website: www.williamsassetmanagement.com
Book: www.theartofretirement.org
Contact
Williams Asset Management
Taylor Deal-LeMay
(410) 740-0220
www.WilliamsAssetManagement.com
Taylor Deal-LeMay
(410) 740-0220
www.WilliamsAssetManagement.com
Contact
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