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Daniel W
CFP®, ChFC®, Series 63, Series 65
Wellesley, MA
Williams Advisory Services, LLC
Daniel Williams is a CFP® and ChFC® credentialed advisor with 25 years of industry experience. He founded Williams Advisory Services, LLC in 2010 and has previously worked with The Dover Group since 1998. Outside of his advisory practice, he teaches adult education classes at various local high schools. Williams Advisory Services primarily serves individual and high-net-worth clients, offering comprehensive financial, retirement, and estate planning, as well as asset management. The firm employs a strategic investment approach that combines economic analysis and Modern Portfolio Theory, utilizing mutual funds, ETFs, stocks, and bonds, and delivers planning through a multi-meeting process supported by proprietary software.
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