Gary S. Williams, CFP^®

AIF^®, CRPC^®

President

Williams Asset Management

8850 Columbia 100 Pkwy, Ste 204
Columbia, MD 21045

FINANCIAL ADVISOR'S WEBSITE

www.williamsassetmanagement.com

(410) 740-0220 CONNECT WITH Gary

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Investment management and financial planning are provided to clients on a fee-only basis.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Williams Asset Management

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 founded Williams Asset Management, a distinguished, fee-based, independent wealth management firm based in Columbia, Maryland. Williams Asset Management provides wealth management, financial planning, and fiduciary investment guidance to individuals, families, nonprofits, and businesses throughout Howard County, Maryland, and beyond.

Financial Advisor Experience

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 achieve financial security, which he is passionate about. For over three decades, Gary has done just that, specializing in working with pre- and post-retirees to help them maintain an enjoyable lifestyle during their retirement years. Gary began his career in 1994 and has earned well-respected credentials, including the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning Counselor™ designation, and the Accredited Investment Fiduciary® designation. 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. He is also a regular columnist for the Baltimore Business Journal. To help raise money for charities dear to his heart, Gary wrote the acclaimed Amazon bestseller* The Art of Retirement (with a 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 (and chairman of the investment committee for Y’s Endowment), member of the investment committee for Mount Saint Joseph High School Endowment, and Board Member of the Trenton Simpson Foundation. *Ranked #62 in Retirement Planning books for 2013

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

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

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances