B. Williams Email & Phone Number
Senior Financial Services Representative, Principal Securities Registered Rep, Financial Adivsor @ Principal Financial Group
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B. Williams Location
- Ocala, FL, US
B. Williams Work
- 2013 -now Senior Financial Services Representative, Principal Securities Registered Rep, Financial Adivsor @
- 2003 -2013 Associate Vice President @
- 1995 -2003 Associate Vice President @ Morgan Stanley Dean Witter
B. Williams Education
- Nova Southeastern University
Bachelor's Degree (Business Administration and Management, General)
1983-1987
B. Williams Skills
- Estate Planning Strategies
- Mutual Funds
- IRAs (Traditional & Roth)
- Wealth Accumulation
- 401 (k), 403 (b), SEP & Simple IRAs
- Tax-Deferred Savings
- Disability Income Insurance
- Income Protection
- Term Life Insurance
- Charitable Giving
- Universal Life Insurance
- Annuities (Variable & Fixed)
- College Funding Strategies
- Long-Term Care Insurance
- Pension Plans
- Whole Life Insurance
- Salary Continuation
- Executive Benefits Strategies
- Asset Allocation Analysis
- Estate Planning
- Asset Allocation
- Iras Traditional and Roth
- Tax Deferred Savings
- Sep and Simple Iras
- 403 b
- Financial Analysis
- Network Security
- Long Term Care Insurance
- 401 K
- Leadership
- Annuities Variable and Fixed
- Healthcare
- Annuities
- IRAs
B. Williams Summary
- B. Williams, based in Ocala, FL, US, is currently a Senior Financial Services Representative, Principal Securities Registered Rep, Financial Adivsor at Principal Financial Group. B. Williams brings experience from previous roles at Merrill Lynch and Morgan Stanley Dean Witter. B. Williams holds a 1983 - 1987 Bachelor's Degree in Business Administration and Management, General @ Nova Southeastern University. With a robust skill set that includes Estate Planning Strategies, Mutual Funds, IRAs (Traditional & Roth), Wealth Accumulation, 401 (k), 403 (b), SEP & Simple IRAs and more. B. Williams has 2 emails and 1 mobile phone numbers on RocketReach.
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