Jimmy Williams's Location

Tulsa, OK, US

Jimmy Williams's Work

  • Former Board of Directors Member and CPA and Financial Planner @ AICPA
  • Co-Owner and Investment Adviser Representative @ Asset & Investment Advisors, Inc.
  • Former President @ Oklahoma Society of CPAs
  • Tax Senior @ Deloitte

Jimmy Williams's Education

  • University of Tulsa

    MTAX (Masters of Taxation)

    2001 - 2006
  • East Central University

    BS (Accounting)

    1983 - 1987
  • Stuart High School

    High School Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)

    1980 - 1983
  • Cameron Public Schools

    High School Diploma (General Studies)

    1971 - 1980

Jimmy Williams's Skills

  • Strategic Financial Planning
  • Estate Tax Planning
  • Tax
  • Estate Planning
  • Financial Planners
  • Income Tax
  • CPA
  • Small Business
  • Personal Finance
  • Financial Advisory

Jimmy Williams's Summary

Jimmy Williams, based in Tulsa, OK, US, is currently a CEO and President and Wealth Advisor at Compass Capital Management, LLC, bringing experience from previous roles at Cambridge Investment Research, Jimmy J. Williams & Co., P.C., AICPA and Asset & Investment Advisors, Inc.. Jimmy Williams holds a 2001 - 2006 MTAX in Masters of Taxation @ University of Tulsa. With a robust skill set that includes Strategic Financial Planning, Estate Tax Planning, Tax, Estate Planning, Financial Planners and more, Jimmy Williams contributes valuable insights to the industry. Jimmy Williams has 4 emails and 1 mobile phone number on RocketReach.

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