Shawn Williams Email and Phone Number
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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.
Western & Southern Financial Group
View- Website:
- westernsouthern.com
- Employees:
- 1
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Financial AdvisorWestern & Southern Financial Group Jul 2021 - PresentCincinnati, Oh, UsI help clients create peace of mind by designing personalized solutions to help them achieve their financial goals. -
Financial Advisor And PresidentKingdom Wealth Management Mar 2009 - May 2016I 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.
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Vice President Of Wealth ManagementMechanics And Farmers Bank Mar 2013 - Jan 2016Build 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.
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Financial AdvisorNavigon Financial Group, Dba Kingdom Wealth Management Mar 2009 - Jul 2012Greensboro, North Carolina, UsI 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. -
Financial AdvisorEdward Jones Oct 2006 - Feb 2009St. Louis, Mo, UsI helped individuals accomplish their financial hopes, goals and dreams by developing and implementing a comprehensive financial, investment and estate plan strategy for each client. -
PrincipalEagle Academies Of Texas Jul 2002 - Dec 2006I was principal of a charter school in San Antonio and later in Beaumont, Texas.
Shawn Williams Skills
Shawn Williams Education Details
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University Of North Carolina At Chapel HillPolitical Science -
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.
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