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Christian W

Series 65

Las Cruces, NM

Summit Financial, LLC

Christian Williams is a financial advisor at Summit Financial, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Crow Financial Advisors and Crow Financial Advisor. In addition to his advisory role, Williams owns Williams Insurance, where he offers life insurance products. Summit Financial, LLC is an SEC-registered multi-team advisory firm with over $26 billion in assets under management and more than 200 advisors. The firm provides investment advisory, portfolio management, financial planning, and retirement plan advisory services, operating both discretionary and consultative platforms tailored to client needs.

Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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