Get to know David Williams Jr.

                                                         

David has been in the financial services industry since 2010. He has worked with all types of people including: business owners, contract employees, medical professionals, and athletes.

David focuses on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. It is his belief that each individual or family's financial goals are unique and require individually tailored solutions. 

David received his bachelor's degree in business management from Central State University. He is FINRA Series 7 & 66 securities registered, as well as life & health insurance licensed.  

David is involved in National Urban League and Generation Now. He is a former college basketball athlete and member of Iota Phi Theta Fraternity Inc. Outside of work, David enjoys spending time with his family. 

 

 

 

 

1320591-082020