Shaun Williams is a financial advisor at Avaii Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Ameritas Advisory Services, LLC and Ameritas Investment Company, LLC. In addition to his advisory work, he is president of Williams Financial, LLC, which provides insurance and business planning services.
Avaii Wealth Management serves individuals, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering investment management, comprehensive financial planning, and retirement plan advisory services. The firm operates as a fiduciary, constructing diversified portfolios that combine active and passive strategies and also provides in-house tax preparation and filing services.