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  • CEO at Williams Financial on How to Make a Difference Working in Small Firm


    CEO at Williams Financial on How to Make a Difference Working in Small Firm

    February 6, 2017 (Amherst, MA) – James (JJ) Williams, CEO, Chief Investment Officer, and Founder of Williams Financial, LLC offered insight to students of the UMASS Amherst Minutemen Fixed Income Club. Williams’ talk outlined his personal experiences in the industry and how boutique-style firms are using unique business models to make a difference in their clients’ lives through holistic financial planning and investment management. He expressed the importance of continual learning, passion, and balance in one’s life. Afterword, students pitched investment ideas to the group. Williams is a 2004 MBA graduate of the Isenberg School of Management at University of Massachusetts Amherst.

    Williams Financial, LLC is a fee-only, registered investment advisory firm, registered in the states of Massachusetts, New Hampshire, New York, Pennsylvania, South Carolina, and Vermont. The firm provides comprehensive financial planning and investment management services to individuals, families, and businesses around the country. Office locations include Albany, NY; Bennington, VT; Leominster, MA; Burlington, MA; and Moore, SC. The firm is headquartered in Bennington, VT and currently has 12 employees.

    Individuals and the media looking for more information about the firm may browse www.williamsfinancial.net or contact the main office at 866-986-4469.