LPL Financial Services

Thomas P. Williams, CLU, ChfC

I have a full-service Financial Planning Practice that helps people develop and maintain sound Business Plans, Estate Plans, and Retirement Plans.

I first entered the Financial Services Industry in 1973. I am a Graduate of Wake Forest University with a B.A. in Economics. I hold two advanced degrees from The American College in Bryn Mawr Pa., an accredited university.

My Mission: To build a Financial Planning Practice  based on the delivery of quality service and products, the development of long term client relationships, and the philosophy of serve first. I adhere to the highest ethical and professional standards.

I am free to find the best products and services in the Industry for my clients assisted by Linsco's strict Due Diligence Process.

Free financial consultation.

Please accept a free one-hour consultation to evaluate if I may help you achieve your dreams.

Free monthly financial news.

I write and publish a one page monthly newsletter on a timely topic, and would love to add you to my subscriber list.

Financial Planning Services offered through Linsco/Private Ledger, A Registered Investment Adviser. Member NASD/SIPC