FUNDRAISING NEWS | July 19, 2024
LPL Financial has welcomed financial advisor Alex Williams, who has launched his independent practice, Stable Wealth, bringing approximately $170 million in assets from his previous position at Edward Jones.
Based in Olympia, WA, Williams is a 25-year veteran of the financial services industry, specializing in serving retirees and the equestrian community, inspired by his wife Jennifer's success in dressage. He aims to offer unique client experiences for optimal retirement outcomes. Williams began his career as a financial advisor at Edward Jones in Tumwater in 1999, was named regional leader in 2016, and became a principal with the firm in 2017. He received the Accredited Asset Management Specialist (AAMS) designation in 2004 and the Certified Financial Planner (CFP) designation in 2012. He is joined by registered administrative assistant Cindi Mitch.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
