Gary Williams Attends Prestigious Chairman’s Retreat 2015
Columbia, MD, February 12, 2015 --(PR.com)-- Gary Williams, Founder and CEO of Williams Asset Management in Columbia, MD, gathered with a group of leading financial advisors invited to participate in Commonwealth Financial Network®’s Chairman’s Retreat, January 10–13, 2015, at the Mandarin Oriental in Miami, Florida. Chairman’s Retreat—Commonwealth’s highest level of recognition, representing just 3 percent of the broker/dealer–RIA’s advisor network—is an intensive learning and networking experience designed to support the firm’s elite advisors.
With the theme Emerging Opportunities flowing throughout the three-day conference, Chairman’s Retreat 2015 encouraged advisors to explore bold new approaches to help them thrive in a changing economy and evolving world. Through thought-provoking sessions led by business owners, industry leaders, and Commonwealth’s senior staff, attendees gained valuable insight in areas of leadership, strategic growth and development, sustainability, and innovation in a service-oriented industry. Portions of the three-day Retreat were dedicated to collaborating with peers through advisor networking roundtables.
“Year after year, Chairman’s Retreat provides some the most seasoned and successful advisors within our industry the opportunity to reflect, engage, and challenge themselves in a dynamic and collaborative setting,” said Joseph Deitch, chairman of Commonwealth. “I find each advisor within this group remarkably dedicated and intrinsically focused on providing the highest level of personalized service to their clients.”
Deitch continued, “Participating in this exclusive event and working alongside Commonwealth’s senior management and business leaders indicates Williams’ commitment to his practice and desire to maintain an impeccable standard of service excellence to his valued clients.
Williams had the exclusive opportunity to engage with influential business professionals, who represented a broad spectrum of backgrounds and expertise, including Jeff Speck, city planner, urban designer, and a popular TED speaker; Bernardo Fort-Brescia, founding principal, Arquitectonica; David Steinbach, managing director, Hines Real Estate; and Ben Baldanza, CEO, Spirit Airlines. Local public figures Joe Furst, managing director, Goldman Properties and board member of the Wynwood Arts District Association; and Philip Levine, mayor of Miami Beach, also addressed attendees.
“Chairman’s Retreat challenges me to build on my success and find new ways to improve my practice,” said Williams. “To delve into current industry trends and issues, and share experiences with my peers and confidants in an open and engaging environment, is a truly unique opportunity and vital to continued growth. Attending Chairman’s was both personally rewarding and professionally fulfilling—I walked away with a renewed perspective that I can apply to my practice. I remain committed to not only strengthening the core of my business, but also to providing my clients with unparalleled service excellence.”
About Williams Asset Management
Williams Asset Management has been providing individuals and organizations with financial guidance since 1994. Located at 8850 Columbia 100 Parkway, Suite 204, Columbia, MD, 21045, the advisors of Williams Asset Management pride themselves on crafting unique strategies for each client. For more information, please visit www.WilliamsAssetManagement.com. Gary Williams offers securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Williams Asset Management.
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 ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 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.
With the theme Emerging Opportunities flowing throughout the three-day conference, Chairman’s Retreat 2015 encouraged advisors to explore bold new approaches to help them thrive in a changing economy and evolving world. Through thought-provoking sessions led by business owners, industry leaders, and Commonwealth’s senior staff, attendees gained valuable insight in areas of leadership, strategic growth and development, sustainability, and innovation in a service-oriented industry. Portions of the three-day Retreat were dedicated to collaborating with peers through advisor networking roundtables.
“Year after year, Chairman’s Retreat provides some the most seasoned and successful advisors within our industry the opportunity to reflect, engage, and challenge themselves in a dynamic and collaborative setting,” said Joseph Deitch, chairman of Commonwealth. “I find each advisor within this group remarkably dedicated and intrinsically focused on providing the highest level of personalized service to their clients.”
Deitch continued, “Participating in this exclusive event and working alongside Commonwealth’s senior management and business leaders indicates Williams’ commitment to his practice and desire to maintain an impeccable standard of service excellence to his valued clients.
Williams had the exclusive opportunity to engage with influential business professionals, who represented a broad spectrum of backgrounds and expertise, including Jeff Speck, city planner, urban designer, and a popular TED speaker; Bernardo Fort-Brescia, founding principal, Arquitectonica; David Steinbach, managing director, Hines Real Estate; and Ben Baldanza, CEO, Spirit Airlines. Local public figures Joe Furst, managing director, Goldman Properties and board member of the Wynwood Arts District Association; and Philip Levine, mayor of Miami Beach, also addressed attendees.
“Chairman’s Retreat challenges me to build on my success and find new ways to improve my practice,” said Williams. “To delve into current industry trends and issues, and share experiences with my peers and confidants in an open and engaging environment, is a truly unique opportunity and vital to continued growth. Attending Chairman’s was both personally rewarding and professionally fulfilling—I walked away with a renewed perspective that I can apply to my practice. I remain committed to not only strengthening the core of my business, but also to providing my clients with unparalleled service excellence.”
About Williams Asset Management
Williams Asset Management has been providing individuals and organizations with financial guidance since 1994. Located at 8850 Columbia 100 Parkway, Suite 204, Columbia, MD, 21045, the advisors of Williams Asset Management pride themselves on crafting unique strategies for each client. For more information, please visit www.WilliamsAssetManagement.com. Gary Williams offers securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Williams Asset Management.
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 ranks Commonwealth “Highest in Independent Advisor Satisfaction Among Financial Investment Firms, Four Times in a Row.” The firm supports more than 1,487 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
Shelly Bowland
(410) 740-0220
www.WilliamsAssetManagement.com
Shelly Bowland
(410) 740-0220
www.WilliamsAssetManagement.com
Contact
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