Financial Advisor
CurrentI help clients create peace of mind by designing personalized solutions to help them achieve their financial goals.
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@westernsouthern.com
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3 phones found area 919
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LinkedIn matched
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Shawn Williams is listed as Staff Manager & Financial Advisor at Western & Southern Financial Group at Western & Southern Financial Group, a with 1 employees, based in Raleigh-Durham-Chapel Hill Area, United States. AeroLeads shows a work email signal at westernsouthern.com, phone signal with area code 919, and a matched LinkedIn profile for Shawn Williams.
Shawn Williams previously worked as Financial Advisor at Western & Southern Financial Group and Financial Advisor and President at Kingdom Wealth Management. Shawn Williams holds Ba, Political Science from University Of North Carolina At Chapel Hill.
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AeroLeads found 1 current-domain work email signal for Shawn Williams. Compare company email patterns before reaching out.
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.
Listed skills include Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, and 18 others.
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Cincinnati, Oh, Us
I help clients create peace of mind by designing personalized solutions to help them achieve their financial goals.
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.
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.
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.
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.
I was principal of a charter school in San Antonio and later in Beaumont, Texas.
Other employees you can reach at westernsouthern.com. View company contacts for 1 employees →
David Hoehn
Colleague at Western & Southern Financial GroupCincinnati, Ohio, United States
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Ed Woelfel
Colleague at Western & Southern Financial GroupCincinnati, Ohio, United States
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Matthew Vollen
Colleague at Western & Southern Financial GroupCincinnati, Ohio, United States
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Scott Daley
Colleague at Western & Southern Financial GroupHamilton, Ohio, United States
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Henrietta Ikeneku
Colleague at Western & Southern Financial GroupHamilton, Ohio, United States
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Melissa Bengel
Colleague at Western & Southern Financial GroupCincinnati, Ohio, United States
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Michele Hill
Colleague at Western & Southern Financial GroupWindsor Mill, Maryland, United States
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Brooke Reid
Colleague at Western & Southern Financial GroupCincinnati, Ohio, United States
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Jason Gillum
Colleague at Western & Southern Financial GroupJackson, Ohio, United States
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Mark Pierce
Colleague at Western & Southern Financial GroupVan Wert, Ohio, United States
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Quick answers generated from the profile data available on this page.
Shawn Williams works for Western & Southern Financial Group.
Shawn Williams is listed as Staff Manager & Financial Advisor at Western & Southern Financial Group at Western & Southern Financial Group.
AeroLeads has found 1 work email signal at @westernsouthern.com for Shawn Williams at Western & Southern Financial Group.
AeroLeads has found 3 phone signal(s) with area code 919 for Shawn Williams at Western & Southern Financial Group.
Shawn Williams is based in Raleigh-Durham-Chapel Hill Area, United States while working with Western & Southern Financial Group.
Shawn Williams has worked for Western & Southern Financial Group, Kingdom Wealth Management, Mechanics And Farmers Bank, Navigon Financial Group, Dba Kingdom Wealth Management, and Edward Jones.
Shawn Williams's colleagues at Western & Southern Financial Group include David Hoehn, Ed Woelfel, Matthew Vollen, Scott Daley, and Henrietta Ikeneku.
You can use AeroLeads to view verified contact signals for Shawn Williams at Western & Southern Financial Group, including work email, phone, and LinkedIn data when available.
Shawn Williams holds Ba, Political Science from University Of North Carolina At Chapel Hill.
Shawn Williams is listed with skills including Retirement Planning, Wealth Management, Investment Advisory, Disability Insurance, 401K Rollovers, Fixed Annuities, Financial Advisory, and Retirement.
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