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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.

Ideal Client

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.

Business Power Partners

CPAs, Attorneys, Mortgage Brokers, Realtors, and Tax Advisors.

Contact Info

Connie G. Williams
(303) 792-2216 Office
(303) 437-4750 Mobile
connie.williams2@edwardjones.com
Located in Englewood, CO

What does SHE stand for?

SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.