portrait of Casey W Williams

Casey W Williams

AAMS™
403 Nacogdoches Street Suite 400 Center, TX 75935 opens in a new window call Casey W Williams at Call Me
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Originally from Lone Star, TX, I have lived in Shelby County since 2010. My wife, Nicole, and I live in Center, TX with our children, Mattis, Merit and Malone.

From 2000-2004, I served as an infantry sergeant in the United States Marine Corps and I received an honorable discharge. I began my career with Edward Jones in 2009 as a financial advisor.

In 2006, I graduated from Northeast Texas Community College with an Associate of Science. I then attended Texas A&M University in College Station, TX, where I graduated in 2008 with a Bachelor of Science. I have since earned the Accredited Asset Management Specialist™ designation from the College for Financial Planning.

The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My team, made up of Laurie, Meg and I, provide highly personalized service by understanding what is important to you and implementing strategies to meet your goals.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Hunting
  • Fishing
  • Football
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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