What departments does Williams Financial, LLC have?

Williams Financial, LLC has employees across 3 departments including Finance, Operations, Administrative.

What is the largest department at Williams Financial, LLC?

The largest department at Williams Financial, LLC is Finance with 6 employees.

Where are Williams Financial, LLC employees located globally?

Williams Financial, LLC has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Williams Financial, LLC's team size changed over time?

Williams Financial, LLC's team has decreased from approximately 9 to 6 employees based on available data.

Williams Financial, LLC Employee Directory

Financial ServicesVermont, United States2-10 Employees

Williams Financial, LLC operates as an independent, fee-only registered investment advisory firm that offers financial planning and investment management. It serves individuals, families, and small businesses across the United States, with a focus on upper-middle income and high-net-worth clients. The firm maintains a multi-location presence in Saratoga Springs, New York; North Bennington, Vermont; and Leominster, Massachusetts, including a Vermont address at 12 Main Street, North Bennington. The company was established in 2005 and has built its practice within the financial services sector. In 2022 the firm launched a new website and updated branding to reflect its evolving brand identity.

Williams Financial, LLC Global Highlights

North America
10

United States Of America
10

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Williams Financial, LLC's Leadership

J. J. W.
Ceo & Founder | Wealth Advisor
Mobile Phone
Email
T. C.
Senior Vice President | Senior Financial Planner
Mobile Phone
Email
D. S.
Executive Vice President & Senior Financial Planner
Mobile Phone
Email
K. O. D.
Operations Manager
Mobile Phone
Email
M. M.
Office Manager/Client Service Associate
Mobile Phone
Email
B. P. C.
Senior Financial Planner
Mobile Phone
Email
K. R.
Sr. Financial Planner
Mobile Phone
Email
M. Y. P.
Associate Financial Planner
Mobile Phone
Email

Williams Financial, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from Williams Financial, LLC

Name

Title

Contact

Location

Last Update

J. J. W.
Ceo & Founder | Wealth Advisor
Mobile Phone
Email
United States, Vermont
Jun 29, 2026
T. C.
Senior Vice President | Senior Financial Planner
Mobile Phone
Email
United States, Vermont
Jun 08, 2026
D. S.
Executive Vice President & Senior Financial Planner
Mobile Phone
Email
United States, New York
Jun 08, 2026
K. O. D.
Operations Manager
Mobile Phone
Email
United States, Vermont
Jun 27, 2026
M. M.
Office Manager/Client Service Associate
Mobile Phone
Email
United States, Vermont
Apr 15, 2026
B. P. C.
Senior Financial Planner
Mobile Phone
Email
United States, Massachusetts
Oct 08, 2023
K. R.
Sr. Financial Planner
Mobile Phone
Email
United States, Vermont
Jul 26, 2024
M. Y. P.
Associate Financial Planner
Mobile Phone
Email
United States, New York
Jan 28, 2026
L. H.
Investment Advisor Representative
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
M. P.
Administrative Assistant
Mobile Phone
Email
UNITED STATES
Jun 08, 2026

Frequently Asked Questions

What is Williams Financial, LLC known for?

Williams Financial, LLC was founded in 2005 and operates in the Financial Services industry. You can contact Williams Financial, LLC's main corporate office by phone at

+1-802-447-****

. Explore Williams Financial, LLC's company overview page for more information.

What is Williams Financial, LLC's most common email format?

Williams Financial, LLC employees' email format typically follows the pattern of First@williamsfinancial.net. Trying to find reliable and up-to-date employee contact data? Find more Williams Financial, LLC email formats with LeadIQ.

How many employees does Williams Financial, LLC have currently?

Williams Financial, LLC has approximately 6 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Williams Financial, LLC's key employees and leadership?

As of August 2026, Williams Financial, LLC's key employees include:

Ceo & Founder | Wealth Advisor: J. J. W.
Senior Vice President | Senior Financial Planner: T. C.
Executive Vice President & Senior Financial Planner: D. S.
Operations Manager: K. O. D.
Office Manager/Client Service Associate: M. M.

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Williams Financial, LLC Employee Directory

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