Wealth Planning Associate
Current
Jan 2024 - Present
AeroLeads people directory · profile
Abby Williams, Cfp® Email & Phone Number
Wealth Planning Associate at Stone Oak Wealth
at
Stone Oak Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Planning Associate at Stone Oak Wealth
Location
San Antonio, Texas, United States
Company size
Who is Abby Williams, Cfp®? Overview
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Quick answer
Abby Williams, Cfp® is listed as Wealth Planning Associate at Stone Oak Wealth at Stone Oak Wealth Management, a company with 5 employees, based in San Antonio, Texas, United States. AeroLeads shows a matched LinkedIn profile for Abby Williams, Cfp®.
Abby Williams, Cfp® previously worked as Wealth Planning Associate at Stone Oak Wealth Management and Client Services Associate at Stone Oak Wealth Management. Abby Williams, Cfp® holds Bachelor Of Business Aministration In Finance, Accounting And Finance from Texas A&M University.
Company email context
Email format at Stone Oak Wealth Management
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Stone Oak Wealth Management
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Profile bio
About Abby Williams, Cfp®
I find joy in helping individuals, couples, and families answer complex financial questions that have lasting impacts on their lives. Whether you are pursuing a dream or navigating an unforeseen obstacle, my work provides you with clear answers, empowering you to make an educated decision on what to do next. I strive to help you make your goals a reality, by providing you with actionable steps to follow. Whether you’re trying to transfer wealth in the most tax efficient manner, or you’re deciding which vehicle to use for college planning, I am here to assess your current situation and lay out a path forward.If you want to strategically plan for your future, I’d be glad to serve you.
Current workplace
Abby Williams, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Stone Oak Wealth Management
10 roles
Abby Williams, Cfp® work experience
A career timeline built from the work history available for this profile.
Client Services Associate
Dec 2022 - Jan 2024
Financial Advisor Relationship Manager
Sep 2021 - Dec 2022
Associate Wealth Advisor
Covenant Multi Family Offices Llc
Jun 2021 - Sep 2021
Client Service Associate
Covenant Multi Family Offices Llc
Sep 2019 - Jun 2021
Bank Teller
Jul 2018 - Jul 2019
Personal Childcare Provider
V. Family
Aug 2016 - May 2018
Resident Advisor
Aug 2015 - May 2016
Assistant Head Coach
Oak Meadow Stingrays Swim Team
May 2015 - Jul 2015
Nanny
Aug 2014 - May 2015
1 education record
Abby Williams, Cfp® education
FAQ
Frequently asked questions about Abby Williams, Cfp®
Quick answers generated from the profile data available on this page.
What company does Abby Williams, Cfp® work for?
Abby Williams, Cfp® works for Stone Oak Wealth Management.
What is Abby Williams, Cfp®'s role at Stone Oak Wealth Management?
Abby Williams, Cfp® is listed as Wealth Planning Associate at Stone Oak Wealth at Stone Oak Wealth Management.
Where is Abby Williams, Cfp® based?
Abby Williams, Cfp® is based in San Antonio, Texas, United States while working with Stone Oak Wealth Management.
What companies has Abby Williams, Cfp® worked for?
Abby Williams, Cfp® has worked for Stone Oak Wealth Management, Captrust, Covenant Multi Family Offices Llc, Reliance Bank (Pa), and V. Family.
Who are Abby Williams, Cfp®'s colleagues at Stone Oak Wealth Management?
Abby Williams, Cfp®'s colleagues at Stone Oak Wealth Management include Christopher Escobedo.
How can I contact Abby Williams, Cfp®?
You can use AeroLeads to view verified contact signals for Abby Williams, Cfp® at Stone Oak Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Abby Williams, Cfp® attend?
Abby Williams, Cfp® holds Bachelor Of Business Aministration In Finance, Accounting And Finance from Texas A&M University.
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