Jana Williams

Jana Williams Email and Phone Number

Financial Advisor | Certified Retirement Counselor | Former Retirement Counselor with the TRS of Texas and the Houston ISD | Educate | Empower | Liberate | women and their families from financial concerns for life! @ Dearborn & Creggs
Jana Williams's Location
Sugar Land, Texas, United States, United States
About Jana Williams

For over 40 years, I've had the privilege of serving the dedicated individuals who make up the public school systems of Texas. From conducting individual counseling sessions to delivering educational presentations for large groups, I've come to deeply appreciate the invaluable role these educators play in shaping the future success of our children. Early on, I recognized that my passion and purpose lay in supporting this remarkable group, ensuring their success was just as important to me as it was to them. My journey began as a part-time summer employee at the Teacher Retirement System of Texas (TRS), where I immersed myself in the intricacies of the pension system and surrounded myself with experts in the field. Through self-study programs and attendance at industry conferences, I continuously educated myself, always striving to offer the best guidance to those I served. I'm grateful for the mentors who believed in me and provided opportunities for growth and advancement in my career, including public speaking engagements that allowed me to share my knowledge and expertise with others. One aspect of my work that brings me immense satisfaction is alleviating the stress that many educators feel when planning for retirement. I take pride in showing women, and their families, how they can achieve financial success and liberate themselves from worry about their future. With a deep understanding of the pension system, I offer guidance to educators at every stage of their careers, from those just starting out to those on the cusp of retirement. My goal is to encourage them to retire to something fulfilling, rather than simply from their careers. Above all, I strive to create an environment where educators feel genuinely cared for and supported in reaching their goals. Trust is paramount, and I work tirelessly to build relationships based on mutual respect and a shared commitment to their well-being. By empowering educators to build secure financial futures and embrace fulfilling retirements, I believe I'm making a meaningful difference in their lives and the communities they serve.

Jana Williams's Current Company Details
Dearborn & Creggs

Dearborn & Creggs

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Financial Advisor | Certified Retirement Counselor | Former Retirement Counselor with the TRS of Texas and the Houston ISD | Educate | Empower | Liberate | women and their families from financial concerns for life!
Jana Williams Work Experience Details
  • Dearborn & Creggs
    Financial Advisor
    Dearborn & Creggs Jul 2006 - Present
    Sugar Land, Texas, Us
    Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Dearborn & Creggs and the above firms are independent and non-affiliated.
  • Dearborn & Creggs
    Chief Operating Officer
    Dearborn & Creggs Oct 2014 - Present
    Sugar Land, Texas, Us
    Advisory services offered through Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, and Member FINRA/SIPC, www.lincolninvestment.com. Dearborn & Creggs and the above firms are independent and non-affiliated.
  • Houston Isd
    Retirement Coordinator
    Houston Isd May 2002 - Jun 2006
  • Teacher Retirement System Of Texas
    Retirement Counseling Team Leader
    Teacher Retirement System Of Texas Aug 1997 - May 2002

Frequently Asked Questions about Jana Williams

What company does Jana Williams work for?

Jana Williams works for Dearborn & Creggs

What is Jana Williams's role at the current company?

Jana Williams's current role is Financial Advisor | Certified Retirement Counselor | Former Retirement Counselor with the TRS of Texas and the Houston ISD | Educate | Empower | Liberate | women and their families from financial concerns for life!.

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