Here at Edward Jones, we pride ourselves in learning what's important to you. We believe that it is important to listen to our clients in order to find out about their investment goals and create a strategy that will allow them to achieve those goals. We use an established process to build personalized strategies for every client. I will then partner with you throughout our relationship to make changes to the strategy, if necessary, to help keep you on track.
I will work closely with your CPA, your attorney and other professionals to provide a well-crafted investment roadmap that will help guide you towards your financial goals. I will utilize both the tremendous resources at Edward Jones as well as my more than 30 years' experience in the financial services industry to provide you with an unparalleled level of service.
On a personal level, I have a bachelor's degree in business administration from Adelphi University and have the Chartered Financial Consultant™, Chartered Life Underwriter™ and Accredited Asset Management Specialist™ professional designations.
My wife, Debra, and I have lived in Framingham, MA since 1990 and we have been blessed with three grown children. Outside of the office, I enjoy traveling, jogging and playing tennis. I am also a member and board member of both the Framingham Rotary, the MetroWest Chamber of Commerce and president of Networking Group USA Framingham.
- Business Retirement Plans
- Divorce Finances
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Personal Fitness
- Spending Time with Family
Phone NumberVance Williams at (508) 872-2522
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