Financial Planner, Investment Advisor
CurrentKnowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me independently recommend products and strategies designed to meet their current needs, and more importantly, their future needs. I’m an established financial professional with more than 15 years of financial services experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial services. This includes retirement planning, business succession planning, estate conservation, business and personal life insurance, disability, and long term care protection, to an established clientele of professionals, entrepreneurs, and multi-generational families.By taking a client-centric approach, I always strive to exceed client needs with exceptional focus, in-depth guidance and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, feel I have a true understanding of where the industry has been and what the future holds as the industry continues to evolve.I am licensed to sell insurance in MA, RI, CT, NY, GA,. I am licensed to sell securities in: MA, RI, CT, NY, GA, FL. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500 CA License #0186387Williams Estate & Financial Group, inc is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
