Connie Williams, Financial Advisor, Edward Jones
Connie Williams is a FINRA and SEC licensed fiduciary Financial Advisor with Edward Jones located in Englewood, Colorado. She is dedicated to crafting personalized financial and wealth building strategies that align with the unique goals, risk profiles, and timelines of her clients. Her approach involves obtaining a deep understanding of her clients' financial ambitions and life circumstances. She educates and empowers her clients to make confident and informed financial decisions.
Connie holds an MBA, in addition to decades of experience as a small business founder, owner, and consultant. She understands and can serve the unique needs of both small businesses, their owners, and families. She serves clients in multiple states.
Small business owners with fewer than 100 employees, seeking assistance with business retirement plans. Connie also enjoys helping individuals and families seeking wealth strategies, Investment Portfolio Building, Retirement Saving Strategies, Preparing for the Unexpected, educational savings as well as Estate & Legacy Strategies. She enjoys partnering with my clients through life’s challenges and opportunities.
CPAs, Attorneys, Mortgage Brokers, Realtors, and Tax Advisors.
Connie G. Williams
(303) 792-2216 Office
(303) 437-4750 Mobile
Located in Englewood, CO