Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State Wealth Advisors List
Columbia, MD - February 20, 2019
Williams Asset Management, a wealth management firm in Columbia, MD, today announces that its President and Founder, Gary Williams, CFP®, CRPC®, AIF®, has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Gary Williams founded Williams Asset Management in 1994. For the past twenty-five years, the firm has provided individuals, families, businesses, and non-profit organizations across Howard County, Maryland and beyond with holistic, personalized financial planning, guidance and tax-efficient portfolio management.
Wayne Bloom, CEO of Commonwealth Financial Network®, Williams Asset Management’s Registered Investment Adviser–broker/dealer, said, “Congratulations to Gary on this well-deserved recognition by Forbes. It is wonderful to see a client-centric, independent advisor who is devoted to providing expert financial planning represented on this list. We appreciate the value Gary brings to our industry and our community, and we remain committed to providing the infrastructure and support Williams Asset Management’s thriving practice demands.”
“I am honored to be recognized by a prestigious publication such as Forbes” said Williams. “Being named as one of the best wealth advisors in Maryland could not have been accomplished without dedicated colleagues that put our client’s best interests first and foremost and treat our clients as if they were family.”
The 2019 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, 30,000 advisors were considered, and 3,500 (11.6 percent of candidates) were recognized. 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.