Gary Williams,CFP®, CRPC®, AIF®
Williams Asset Management,a wealth management firm in Columbia,MD, today announces that its President and Founder, Gary Williams,CFP®, CRPC®, AIF®, hasbeen named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Gary Williams founded Williams Asset Management in 1994. For the past twenty-five years, the firm has provided individuals, families, businesses, and non-profit organizations across Howard County, Maryland and beyond with holistic, personalized financial planning, guidance and tax-efficient portfolio management.
Wayne Bloom, CEO of Commonwealth Financial Network®, Williams Asset Management’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Gary on this well-deserved recognition by Forbes. It is wonderful to see a client-centric, independent advisor who is devoted to providing expert financial planning represented on this list. We appreciate the value Gary brings to our industry and our community, and we remain committed to providing the infrastructure and support Williams Asset Management’s thriving practice demands.”
“I am honored to be recognized by a prestigious publication such as Forbes” said Williams. “Being named as one of the best wealth advisors in Maryland could not have been accomplished without dedicated colleagues that put our client’s best interests first and foremost and treat our clients as if they were family.”
The 2019 ranking of the Forbes’ Best-in-State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available here.
About Williams Asset Management
Williams Asset Management has been providing individuals and organizations with financial guidance since 1994. Located at 8850 Columbia 100 Pkwy, Suite 204 Columbia, MD 21045, the firm prides itself on crafting unique strategies for each client. For more information, please visit. www.WilliamsAssetManagement.com or call (410) 740-0220. Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
