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  • Williams Financial Team Member Earns Registered ParaPlanner Designation

    FOR IMMEDIATE RELEASE

    Williams Financial Team Member Earns Registered ParaPlanner Designation

    January 9, 2017 (Bennington, VT) – Williams Financial Management, LLC is pleased to announce that Nancy Hurley recently earned the REGISTERED PARAPLANNER (RP®) designation. Hurley is the Operations Manager and is based in Williams Financial’s Bennington, VT office.

    Individuals who hold the RP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories. Individuals also complete a three-month-long internship. In addition, individuals must pass an end-of-course examination that tests their abilities to synthesize complex concepts and apply theoretical concepts to real-life situations. RP® designees can effectively identify, analyze, and recommend investments that are appropriate for individual’s diverse needs, while working with one of the firm’s financial planners. Together, this team approach broadens the level of service and expertise our clients receive.

    As the Operations Manager for the firm, Hurley is the lead member of the client services area for the firm’s five offices. Hurley is also an Enrolled Agent (EA), certified by the Internal Revenue Service in tax matters. She advises and prepares income tax returns for businesses, families, and individuals. Prior to joining the Williams Financial team in September 2014, Hurley spent 30 years in accounting, tax, and office administration.

    Williams Financial Management, 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; Wakefield, MA; and Moore, SC; with additional meeting locations in Burlington, MA; Harvard, MA; and Middleton, MA.

    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.