Shawn Williams

Shawn Williams Email and Phone Number

Staff Manager & Financial Advisor at Western & Southern Financial Group @ Western & Southern Financial Group
400 Broadway, Cincinnati, OH 45202
Shawn Williams's Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Shawn Williams's Contact Details

Shawn Williams work email

Shawn Williams personal email

n/a
About Shawn Williams

I have served as a Financial Advisor since 2006. Prior to becoming an advisor I taught high school and ultimately served as a principal. As a Financial Advisor I educate and inspire ministry leaders, business owners and individual families to reach their hopes, goals and dreams by developing and implementing a comprehensive financial, investment and succession or estate plan strategy. It is my desire to use my life to help others and establish the kingdom of God in the earth.Specialties: Public Speaking to exhort and encourage, Church Succession Planning, Business Legacy and Retirement Planning for individuals.

Shawn Williams's Current Company Details
Western & Southern Financial Group

Western & Southern Financial Group

View
Staff Manager & Financial Advisor at Western & Southern Financial Group
400 Broadway, Cincinnati, OH 45202
Employees:
1
Shawn Williams Work Experience Details
  • Western & Southern Financial Group
    Financial Advisor
    Western & Southern Financial Group Jul 2021 - Present
    Cincinnati, Oh, Us
    I help clients create peace of mind by designing personalized solutions to help them achieve their financial goals.
  • Kingdom Wealth Management
    Financial Advisor And President
    Kingdom Wealth Management Mar 2009 - May 2016
    I specialize in helping Ministry Leaders and Business Owners create Succession Plans for their churches and businesses. In ministry as well as in business assets creation and protection is a must. I help my clients develop and implement comprehensive financial, investment and succession plan strategies that help them accomplish their hopes, goals and dreams with the highest probability of success.
  • Mechanics And Farmers Bank
    Vice President Of Wealth Management
    Mechanics And Farmers Bank Mar 2013 - Jan 2016
    Build team of Wealth Management Advisors to serve the Triangle, Triad and Charlotte markets.Train and Equip advisors to serve their markets.Provide Wealth Management products and services to existing and future Bank clients. Create and grow market share in each market by providing Wealth Management services.Educate, equip and implement financial strategies that create, preserve and pass on wealth to future generations.
  • Navigon Financial Group, Dba Kingdom Wealth Management
    Financial Advisor
    Navigon Financial Group, Dba Kingdom Wealth Management Mar 2009 - Jul 2012
    Greensboro, North Carolina, Us
    I specialize in helping Ministry Leaders and Business Owners create Succession Plans for their churches and businesses. In ministry as well as in business assets creation and protection is a must. I help my clients develop and implement comprehensive financial, investment and succession plan strategies that help them accomplish their hopes, goals and dreams with the highest probability of success.Registered Representative of and securities and investment advisory services offered through Hornor, Townsend, and Kent, Inc. (“HTK”), member FINRA/SIPC and a registered investment adviser 1009 Slater road, Suite 210-A, Durham, NC 27703, 919-941-6235. Navigon Financial Group, Inc. and KWM are independent of HTK. HTK does not offer tax or legal advice."FINRA: www.finra.org | SIPC: www.sipc.org.
  • Edward Jones
    Financial Advisor
    Edward Jones Oct 2006 - Feb 2009
    St. Louis, Mo, Us
    I helped individuals accomplish their financial hopes, goals and dreams by developing and implementing a comprehensive financial, investment and estate plan strategy for each client.
  • Eagle Academies Of Texas
    Principal
    Eagle Academies Of Texas Jul 2002 - Dec 2006
    I was principal of a charter school in San Antonio and later in Beaumont, Texas.

Shawn Williams Skills

Retirement Planning Wealth Management Investment Advisory Disability Insurance 401k Rollovers Fixed Annuities Financial Advisory Retirement Investments Wealth Small Business Insurance Estate Planning Leadership Life Insurance Mutual Funds Financial Planners Finance Series 7 Strategic Financial Planning Financial Planning Series 63

Shawn Williams Education Details

  • University Of North Carolina At Chapel Hill
    University Of North Carolina At Chapel Hill
    Political Science
  • Recommendation Disclaimer
    Recommendation Disclaimer

Frequently Asked Questions about Shawn Williams

What company does Shawn Williams work for?

Shawn Williams works for Western & Southern Financial Group

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

Shawn Williams's current role is Staff Manager & Financial Advisor at Western & Southern Financial Group.

What is Shawn Williams's email address?

Shawn Williams's email address is sw****@****fin.com

What is Shawn Williams's direct phone number?

Shawn Williams's direct phone number is +191929*****

What schools did Shawn Williams attend?

Shawn Williams attended University Of North Carolina At Chapel Hill, Recommendation Disclaimer.

What skills is Shawn Williams known for?

Shawn Williams has skills like Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, 401k Rollovers, Fixed Annuities, Financial Advisory, Retirement, Investments, Wealth, Small Business, Insurance.

Who are Shawn Williams's colleagues?

Shawn Williams's colleagues are Samantha Ketchum, Jim Wolff, Mba, Brenda Gray, Drew Lantry, Ann Stamps, Brian Moon, Sam Bitter.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.