Gary S. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Gary S. Williams, CFP®

AIF®, CRPC®

President

Williams Asset Management

8850 Columbia 100 Pkwy, Ste 204
Columbia, MD 21045
FINANCIAL ADVISOR'S WEBSITE
(410) 740-0220 CONNECT WITH Gary
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General

Gary Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Williams Asset Management in Columbia, MD and the surrounding communities.

Financial Advisor Overview

Gary Williams is the president of Williams Asset Management, a distinguished, fee-based, and independent wealth management team based in Columbia, Maryland. Williams Asset Management provides comprehensive wealth management, financial planning, and fiduciary investment guidance to individuals, families, nonprofits, and businesses throughout Howard County Maryland and beyond. Through our partnership with Commonwealth Financial Network®, a Registered Investment Adviser-broker/dealer we gain access to resources that we translate into indispensable service for our clients. The Commonwealth team consists of more than 45 professionals with the CFA®, CFP®, ChFC ®, or JD certification/designation. These experts act as an extension of our own team; supporting us in delivering tailored guidance. As a truly collaborative team, we're adept at helping you tackle a broad range of needs-from retirement income, education, estate, tax, and insurance planning to the efficient management of tax-smart investment portfolios. Working together, we'll help ensure that even the smallest details of your financial life are properly addressed. Gary began his esteemed career in 1994 and has earned well-respected credentials including CERTIFIED FINANCIAL PLANNER™ Certification, Chartered Retirement Planning CounselorSM Designation, and Accredited Investment Fiduciary® Designation. Further, Gary has been honored with numerous awards, including the Forbes 2019 Best-In-State Wealth Advisor. Gary is exceedingly active in the community and serves on numerous nonprofit boards including the Association Board of Directors of the Y in Central Maryland, the Investment Committee for Mount Saint Joseph High School Endowment, and the Brigance Brigade Foundation Board. To help raise money for charities dear to his heart, Gary wrote the acclaimed Amazon *best seller The Art of Retirement. The book uses the story of Michelangelo's incredibly long (and challenging) life and famed art as a metaphor to compare the reader's life to a masterpiece while emphasizing the importance of creating a resilient, well-crafted portfolio. All profits from The Art of Retirement are donated to the Y in Central Maryland, Augie's Quest, the Maryland SPCA, and the Brigance Brigade Foundation. Gary lives in Howard County, Maryland, with his wife, three children, and their goldendoodle, Cali. In his spare time, Gary enjoys spending time with his family, exercising, and surfing. *-Retirement Planning books for 2013

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Financial Advisor Experience

Growing up as the son of a Baltimore County bricklayer, Gary learned lifelong lessons about money at an early age. His family’s frequent financial struggles (deepening with the death of Gary’s mother when he was just eight years old) forced them to periodically rely on welfare, with little or no extra cash for emergencies. It was an experience that instilled a profound belief in the values of hard work, putting family first, and saving and investing for a more secure future—values that ultimately shaped his career.
 
Gary attended Towson University and graduated with a bachelor of science in business administration with a concentration in finance. He quickly realized that, as a financial advisor, he could help others avoid mistakes and achieve financial security; something he feels strongly about. And for the past twenty-four years, Gary has done just that, specializing in working with pre- and post-retirees to help them maintain an enjoyable lifestyle during their retirement years.
 
A lifelong learner, he has continued to hone his expertise over the years, obtaining several specialized designations including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning CounselorSM, and Accredited Investment Fiduciary®. His extensive experience has made him a highly sought-after investment commentator for news outlets such as Money Magazine, Bankrate.com, Yahoo Finance, Maryland Public Television’s Business Connection, The Business Monthly, and others as well as a regular columnist for the Baltimore Business Journal.
 
To help raise money for charities dear to his heart, Gary wrote the acclaimed Amazon best seller* The Art of Retirement (with foreword by NFL Hall of Famer Ronnie Lott). The book uses the story of Michelangelo’s incredibly long (and challenging) life and famed art as a metaphor to compare the reader’s life to a masterpiece while emphasizing the importance of creating a resilient, well-crafted portfolio. All profits from The Art of Retirement are donated to the Y in Central Maryland, Augie’s Quest, the Maryland SPCA, and the Brigance Brigade Foundation.
 
Gary is exceedingly active in the community and serves on numerous nonprofit boards including the Association Board of Directors of the Y in Central Maryland, the Investment Committee for Mount Saint Joseph High School Endowment and the Brigance Brigade Foundation Board of Directors.
 
Gary, his wife, Lee, and their three children—Abigail, Nicholas, and Emerson—live in Howard County, Maryland, along with their goldendoodle, Cali. In his spare time, Gary enjoys spending time with his family, exercising, and surfing.
 
*Ranked #62 in Retirement Planning books for 2013

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AIF® & Chartered Retirement Planning Counselor

Insurance Licenses

  • Life insurance: CA,CO,FL,GA,MD,ME,NC,NH,NJ,PA,TX,VA
  • Health/disability insurance: CA,CO,FL,GA,MD,ME,NC,NH,NJ,PA,TX,VA
  • Fixed annuities: CA,CO,FL,GA,MD,ME,NC,NH,NJ,PA,TX,VA
  • Variable annuities: AR,AZ,CA,CO,DC,DE,FL,GA,KS,MA,MD,ME,MI,MO,NC,NH,NJ,NY,OH,PA,SC,TN,TX,UT,VA,WV

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Financial Advisor's Specialties

401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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