Founder & CEO, Williams Financial Management, LLC
James J. Williams is the Founder and CEO of Williams Financial Management, LLC, an independent, fee-only, registered investment advisory firm that provides lifestyle planning and investment management services to individuals and entrepreneurs throughout the country. Established in 2005, the firm services individuals and small businesses through customized entrepreneurial and business consulting, lifestyle financial planning and wealth management solutions.
Mr. Williams has been a financial service professional for more than 13 years. He started his career as a bank manager of the main office at a regional community bank with deposits of more than $110 million. He was rapidly promoted to Marketing Director where his responsibilities included overseeing the sales and marketing efforts for the deposits, lending, and investment divisions. In 2003 he left banking to manage an independent broker/dealer, overseeing operations, finance, and compliance as well as counseling his clients.
Mr. Williams also serves as Department Chair of Accounting, Entrepreneurship and Marketing at Hudson Valley Community College. Further, he has taught several business courses at Castleton State College, Community College of Vermont and Southern Vermont College. His teaching and research interests are in entrepreneurship and financial planning.
Mr. Williams earned an M.B.A. from the Isenberg School of Management at the University of Massachusetts at Amherst. He earned his Bachelor degree in Business Administration from Southern Vermont College in Bennington, Vermont. He is currently enrolled at Boston University where he is completing graduate courses toward his CERTIFIED FINANCIAL PLANNER™ designation.
Mr. Williams has served on several boards including not-for-profits, community relations, and higher education as well as being an elected school board member. He lives in Shaftsbury, Vermont with his wife and two sons.