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Tina L
Series 65
Shelburne, VT
Antoine Williams & Associates Wealth Management, LLC
Tina Lagrow is a Series 65-licensed advisor at Antoine Williams & Associates Wealth Management, LLC with three years of industry experience. She has worked exclusively with Antoine Williams & Associates entities since 2005, including two years at the current firm. Prior to her financial services career, she was involved with Run Vermont in 2018. Antoine Williams & Associates Wealth Management serves individuals, corporations, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm employs a long-term investment approach based on modern portfolio theory and utilizes third-party managers through its SEI platform.
Antoine W
Series 63, Series 66
Shelburne, VT
Antoine Williams & Associates Wealth Management, LLC
Antoine Williams is a financial advisor at Antoine Williams & Associates Wealth Management, LLC in Shelburne, VT, with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Private Advisor Group, LLC from 2012 to 2021 before joining his current firm in 2021. The firm serves individuals, including high-net-worth clients, corporations, and charitable organizations by providing portfolio management, financial planning, and pension consulting. Its investment approach is guided by modern portfolio theory and involves discretionary portfolio management utilizing the SEI platform and selected third-party managers, with accounts monitored on an ongoing basis.
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