What a beautiful afternoon celebrating the Women of WAM! We gathered to honor every woman who makes our community shine. From floral design to genuine connection, this is what community looks like. Special thanks to @WildflowerMD and @HudsonCoastal for making it unforgettable.
Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage, dedication, and selflessness will never be forgotten.
#Memorial Day #WilliamsAssetManagement#HonorandRemember
We are thrilled to welcome Alison Cohen to the team! Alison joins us as our new Client Operations Specialist. A Towson University grad and Maryland native, we are so glad to have her back home and on our team. Welcome, Alison!
Read full bio: https://t.co/uZjYaGuoSd
We are beyond proud to celebrate Brian McKinney, CFP®, Vice President of Wealth Management & Senior Financial Advisor, on his 10th anniversary with Williams Asset Management!
Ten years of hard work, dedication, and making a real difference, we are so grateful to have you!
Markets finished higher last week, with the Nasdaq and S&P 500 closing at record highs. April job growth came in stronger than expected.
Inflation data will be in focus, including CPI and PPI reports.
Learn more: https://t.co/MynyovOt1r
#MarketUpdates#FinancialInsights
Happy Mother's Day to all the incredible mothers and grandmothers!
We are grateful for the mothers on our team and in our clients' lives who inspire us in more ways than they know.
#Mothersday#WilliamsAssetManagement
We are honored to be named a 2026 @BaltBizOnline Best Places to Work honoree! This recognition comes directly from our team through an employee survey and that makes it extra special. Proud of the culture we have built together at Williams Asset Management!
Today marks the final day of Financial Literacy Month. Saving helps with short-term needs. Investing focuses on long-term goals.
Reach out to learn more about our complimentary financial education seminars: https://t.co/fZPaCrnIAT
Two years ago, Gavin Walter, CFP®, joined the Williams Asset Management family, and we're so glad he did!
As a Senior Client Service Associate, Gavin plays an important role in supporting our team and the financial planning process.
#Anniversary#WilliamsAssetManagement
In the recent article, presented by Duncan McCall, CFP®, we explore how a Roth IRA can be used to introduce younger generations to saving.
Read to learn more: https://t.co/svRW6EIOVi
#FinancialLiteracy#RothIRA#Article#FinancialLiteracyMonth
We’re excited to celebrate Karissa Goessl's 4-year anniversary with Williams Asset Management.
Congratulations, Karissa, on four great years. We’re looking forward to many more.
#Anniversary#WilliamsAssetManagement
Markets moved higher for a second week, with equities rallying on optimism around a potential resolution in the Middle East
The focus will be on corporate earnings and the Producer Price Index (PPI) for further insight into inflation trends.
Learn more: https://t.co/pMlzLgKV5Y
Proud to share that Gary S. Williams has been named to the 2026 Forbes Best-In-State Wealth Advisors list for Maryland! Gary’s continued inclusion on this list is a testament to his dedication to serving clients with integrity & personalized guidance.
https://t.co/gcA9v7KL1C
April is Financial Literacy Month, and we’re continuing with our second week of sharing simple, informational topics.
This week, we’re looking at something many people face at some point: "What to do with an old 401(k)."
#FinancialLiteracy#FinancialLiteracyMonth#401k#Old401k
Gary Williams, CFP®, CRPC, AIF® was recently featured in Kiplinger.
In the article, Gary highlighted the importance of maintaining a cash reserve to help manage unexpected expenses.
Read the full article: https://t.co/G0CTPcXqkA
#EmergencyFund#WilliamsAssetManagement