Connie Williams Email & Phone Number

I believe in personalized financial strategies, understanding that every client has unique financial goals, risk tolerance and time horizons. Whether you're planning for retirement, saving for college or want to protect your family’s financial future, I can help create specific strategies to help you achieve your goals. I take time to listen and understand my client's aspirations, concerns and life circumstances to create comprehensive financial strategies that align with objectives. I am committed to helping individuals, families and business owners achieve their financial goals and secure their financial future.With a focus on transparency and education, it is important my clients understand the strategies and investment options available to them. I empower clients to make well-informed decisions, enabling them to feel confident in their financial choices.Business Owners:With decades of experience as a small business founder, owner and consultant, I understand first-hand the unique needs of small business owners and their families.Client Relationships:I place high value on building long-term relationships with my clients. I pride myself on being approachable, attentive and responsive, and make myself available to address any questions or concerns that may arise. By fostering open communication and trust, I create a comfortable environment where clients can confidently share their financial dreams and challenges. History of Excellence:As a former world-class athlete, and Hall Of Fame inductee, I value teamwork and excellence. On my team are over 7,000 financial professionals, including portfolio managers, investment analysts, economic and market professionals, as well as insurance specialists and experts in tax, legal and trust disciplines. In addition, we synchronize with professionals such as your attorney and accountant to deliver a 360-degree financial strategy.I have the heart of a coach in my approach to creating and supporting your financial strategies. As a way to give back to our community, and honor my previous coaches and mentors, I founded, coached and managed the nationally recognized Zoom Junior Olympic Track & Field Team. I love making a difference. I keep my client’s best interests at the center of everything I do./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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  Edward Jones

  Edward Jones

  Apr 2022 - Present - Englewood, Colorado, United States