President And Ceo
CurrentCapital Fiduciary Advisors is a boutique wealth management firm providing a complete suite of services for individuals, families and institutions.
Jul 2021 - Present
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Chris Williams Email & Phone Number
President & CEO-Boutique Wealth and Tax Management Practice providing peace of mind to our friends and their families. Serving professionals, executives, and business owners in search of all-inclusive planning
at
Capital Fiduciary Advisors, L.L.C
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Role
President & CEO-Boutique Wealth and Tax Management Practice providing peace of mind to our friends and their families. Serving professionals, executives, and business owners in search of all-inclusive planning
Location
Washington DC-Baltimore Area, United States, United States
Who is Chris Williams? Overview
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Quick answer
Chris Williams is listed as President & CEO-Boutique Wealth and Tax Management Practice providing peace of mind to our friends and their families. Serving professionals, executives, and business owners in search of all-inclusive planning at Capital Fiduciary Advisors, L.L.C, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Chris Williams.
Chris Williams previously worked as President and CEO at Capital Fiduciary Advisors, L.L.C and Wealth and Tax Practice Leader at Andersen. Chris Williams holds Aif, Accredited Investment Fiduciary from Fi360.
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Capital Fiduciary Advisors, L.L.C
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Profile bio
About Chris Williams
As Independent Investment Consultants we partner with our clients to assist in the stewardship of investment strategies and achievement of financial goals and objectives. We work closely together to develop, design and implement strategic financial plans. Our mission is to achieve our clients unique goals and objectives while at the same time provide independent, objective and sound financial advice. Specialties: Investment Consulting for Individuals and Foundations.
Current workplace
Chris Williams's current company
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5 roles
Chris Williams work experience
A career timeline built from the work history available for this profile.
Wealth And Tax Practice Leader
Mar 2016 - Jul 2021
Managing Director
Jan 2009 - Apr 2016
Private Banking And Investment Group
Executive within the Private Banking and Investment Group (PBIG) responsible for managing wealth and estate strategies for High Net Worth individuals, families, endowments and institutions.
Oct 2006 - Dec 2008
Branch Manager
Signature Financial Services
Jun 2000 - Oct 2006
4 education records
Chris Williams education
Aif, Accredited Investment Fiduciary
Fi360
Crpc, Chartered Retirement Planning Counselor - Executive Planning
College For Financial Planning
Cfp Coursework - Investments, Insurance, Retirement Planning, Estate Planning, Income Tax Planning
College For Financial Planning
Bachelor Of Science, Accounting And Finance
Longwood University
FAQ
Frequently asked questions about Chris Williams
Quick answers generated from the profile data available on this page.
What company does Chris Williams work for?
Chris Williams works for Capital Fiduciary Advisors, L.L.C.
What is Chris Williams's role at Capital Fiduciary Advisors, L.L.C?
Chris Williams is listed as President & CEO-Boutique Wealth and Tax Management Practice providing peace of mind to our friends and their families. Serving professionals, executives, and business owners in search of all-inclusive planning at Capital Fiduciary Advisors, L.L.C.
Where is Chris Williams based?
Chris Williams is based in Washington DC-Baltimore Area, United States, United States while working with Capital Fiduciary Advisors, L.L.C.
What companies has Chris Williams worked for?
Chris Williams has worked for Capital Fiduciary Advisors, L.L.C, Andersen, Merrill Lynch, and Signature Financial Services.
How can I contact Chris Williams?
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What schools did Chris Williams attend?
Chris Williams holds Aif, Accredited Investment Fiduciary from Fi360.
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