Mason Williams, Financial Advisor located in Dallas, TX

Financial Advisor
Mason G Williams

CFP®, CEPA®, WMCP®, CRPC™, AFFP®
200 Crescent Court Ste 1150, Dallas, TX 75201opens in a new window
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Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • LGBTQ+ Finances
  • Charitable Giving
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AFFP®

    Agriculture Focused Financial Planning™

Personal Interests

  • Aviation
  • Traveling
  • Personal Fitness
  • Reading
  • Music

Team Members

  • Kristina Huston
    Registered Branch Associate
    AFFP®
  • Bobbie Townsend
    Sr. Branch Office Administrator
  • Emily Mariani
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(214) 324-4474

Fax

(877) 399-5575

Office Address

200 Crescent Court Ste 1150
Dallas, TX 75201opens in a new window

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