FINANCIAL MANAGEMENT PRESSROOM

Awards & Accolades

Williams Asset Management is respected in the financial community and has received the following awards and recognitions:

2020-Gary Williams named in Forbes Best-in-State Wealth Advisor List for Maryland - Ranked #84³
2019- Gary Williams named in Forbes Best-in-State Wealth Advisor List for Maryland - Ranked #76³
2019- Williams Asset Management was ranked #24 in the Baltimore Business Journal's Financial Planners List³
Gary Williams, Board Member for The Brigance Brigade Foundation in Hunt Valley, Maryland received Honorable Mention for philanthropic excellence in the eleventh annual Invest in Others Awards.
Gary Williams has been named a 2011, 2012, 2013, 2014, 2015, 2016, 2017, and 2018 Five Star^SM Wealth Manager in Baltimore Magazine¹.
2017- Williams Asset Management was ranked #23 in the Baltimore Business Journal as one of the Largest Financial Planners^2.
2016- Williams Asset Management was ranked #21 in Baltimore Business Journal’s Top Financial Planning Companies based upon the number of Baltimore professionals employed^2.

Forbes Best in Maryland wealth advisor 2020 Gary Williams

2019 Best in Maryland Wealth Advisor Gary Williams

Baltimore Business Journal Financial Planning companies award 2016

¹Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,759 Baltimore area wealth managers were considered for the award; 232 (13 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.^2..The Baltimore Business Journal ranking is based solely upon the number of Baltimore professionals employed and is not indicative of current or future performance. Williams Asset Management employs 5 Baltimore-area professionals as of December 2017. ³The 2019 and 2020 ranking of the Forbes’ Best-in-State Wealth Advisors¹ list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of candidates) were recognized for the 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list. The full methodology² that Forbes developed in partnership with SHOOK Research is available here.

¹This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. ²Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

As Seen In

With over 20 years' experience in retirement planning and investment management, news outlets regulary seek Gary's commentary for news articles and interviews. In recent years, Gary has been festured in or on the following news outlets:

Turn Your Retirement Portfolio into a Work of “Art”

Retirement planning is more difficult than saving for other goals in life because of the many variables involved, and that uniqueness is why investors should approach it more as an “art" than a science, says Gary Williams, author of “The Art of Retirement". Read more . . .

Retirement Planning: Retire to Something, Not From Something

When most people think of retirement planning, they think about investing, Social Security, and how they're going to pay for their
golden years. Read more . . .

Empowering People to Manage Their Financial and Investment Affairs

Listen to the full interview . . .

Don't Let New Wealth From an Inheritance Spur Anxiety and Guilt

According to the Center on Wealth and Philanthropy (CWP) at Boston College, an estimated $41 trillion will pass between generations by the year 2055. Read more . . .

Turn Your Retirement Portfolio into a Work of “Art”

“Retirement planning is more difficult than saving for other goals in life.” says Gary Williams, author of “The Art of Retirement.” Read more . . .

How We Set Up Our Professional Athletes to Fail

“Athletes are prone to the same culture as everyone else, and society today places a huge emphasis on material items,”
says Gary Williams. Read more . . .

Commentary: Start Planning for Retirement Well in Advance

One of the biggest lessons of the recent economy is that many people who thought they were financially ready for retirement . . . weren’t.
Read more . . .

U.S. Stocks Plunge Again in One of Worst Starts to a Year Ever

Gary Williams, president and CEO of Columbia-based Williams Asset Management, said the current correction “may not be the bottom," but investors shouldn't panic. Read more . . .