Paul Williams, Cfp®, Crps® Email & Phone Number

Mclean, Va

I develop and implement strategies to help you meet your goals. Everyone is unique. First, I seek to understand your needs and then proceed accordingly. For some, this may involve planning for retirement while for other it’s converting your savings into an income stream so you can enjoy the fruits of your labor. It may entail helping you save for your child’s or your grandchild’s education, or helping to protect your family from loss. With 20 years of experience within the financial services industry one thing that sets me apart is that I truly understand what it means when we say "the client comes first". I am here to help you and it is my joy to be of service to you.Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Bethesda, Md

As an Investment Manager with FISN for nearly 14 years, I helped individuals and small to midsized institutions. I established relationships, gained an understanding of their needs and goals and then developed investment strategies and recommendations accordingly taking into account both the economic environment and the various types of financial products available that could help address client needs. FISN specialized in fixed income. The primary types of clients that I assisted were retirees and those soon to be retired and organizations that required safety of principal as part of their investment objective.

Bachelor Of Arts (B.A.), Liberal Arts And Sciences

Activities and Societies: Virginia Tech Wrestling

Certificate, Financial Planning