I became passionate about saving at a very young age as my mother instilled in me that if you want something, you have to be dedicated, work hard and save for it. I became a financial advisor because my mother also went through a very unexpected life event when divorce left her a single parent raising four children. My Mother too was dedicated, working hard and saving for it. The admiration for what my Mother accomplished drives my passion for helping others to be prepared for any unexpected life event they may face.
My main focus for those I serve is to ensure that they are on the right path for retirement. As it is not a one size fits all approach, and I serve clients in all life stages, I have an established process in place to understand what is most important to them, their families, or the lifestyle they want to live in retirement.
I also firmly believe in developing my personal knowledge in more advanced wealth strategies. In 2010, I completed the AAMS® designation. 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. This allows me to more fully address the specific needs of high net worth clients.
Outside of the office, I enjoy spending time with my family and our fur babies. I also love to travel and spend time outside hiking, sightseeing, relaxing on the beach, having mountain adventures or just spending quality time with friends and family.
Thank you for your consideration of Edward Jones, myself and my team. I hope to have the honor to partner with you and your family.
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
Phone NumberCindi Williams at (910) 346-0800
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
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