What Attorneys Should Know to Secure Their Financial Futures
To build a strong financial plan, it is important to find a financial advisor with thorough knowledge and experience working with attorneys.
Jason L. Williams
Jason Williams is a Principal, Senior Client Advisor at SBSB Financial Advisors. Jason provides investment, financial, tax, and estate planning advisory services to his clients. He joined the firm in 2004 and has more than 20 years of diverse experience within the wealth management industry. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is accredited as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants and holds the ACCREDITED ESTATE PLANNER® designation.