Tom is a new addition to Williams Wealth Planners and is currently a Financial Planning Associate. He graduated from Marist College with a degree in economics and history. Tom is eager to add value in several ways. From answering phones and servicing client needs to mastering our financial planning software, Tom will gradually take on more responsibility within the company, ultimately becoming a full-time advisor. The process of becoming an advisor is a long and rigorous one, but Tom has taken that task head-on. Since Tom has been in the office, he has earned his Life and Health license, as well as the FINRA Series 7 and 66 securities licenses. On top of these accomplishments, Tom is currently enrolled with the College for Financial Planning, pursuing the CERTIFIED FINANCIAL PLANNER® certification. We look forward to seeing Tom grow as both an individual and an advisor within our company.