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

Joel S. Williams, CFP®

Ph.D.

301 S. Main St., Ste 203
Blacksburg, VA 24060
FINANCIAL ADVISOR'S WEBSITE
(888) 553-2211
(540) 961-6706

General

Joel Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Blacksburg, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - InKnowVision IPPI, Macro Strategic Planner,

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

More

Helpful Financial Planning Resources