Special guest James (J.J.) Williams, CEO & CIO of Williams Financial, joins us this XPollination episode. J.J. is an Investment Manager and Wealth Advisor. He earned an M.B.A. from the Isenberg School of Management at the University of Massachusetts at Amherst. He earned his Bachelor degree in Business Administration from Southern Vermont College in Bennington, Vermont.
J.J. has been a financial service professional for more than 10 years. He started his career as a bank manager of the main office at a local community bank. In 2003 he left banking to manage an independent broker/dealer, overseeing operations, finance, and compliance as well as counseling his clients. In 2005 he opened Williams Financial Management, LLC – an independent, fee-only, registered investment advisory firm that works with individuals, families, and businesses throughout the country.
J.J. is fascinated with the new generation, having previously chaired the Entrepreneurial Department at Hudson Valley Community College for many years. His approach to a holistic mindset to wealth is refreshing and cutting edge in the financial world.