Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
David W
CFP®, Series 63, Series 65
Naples, FL
WMS Advisors, LLC
David Williams is a CFP®-certified financial advisor with 32 years of industry experience. He is a founding member of WMS Advisors, LLC, where he has worked for 27 years, and has held advisory roles at Grove Point Advisors, LLC, and TWG Advisor Group, Inc. Outside of his advisory work, he serves as a trustee for the Newcomb Testamentary Trust and is involved in insurance sales related to life, long-term care, and disability coverage. WMS Advisors, LLC is a team-based SEC-registered investment adviser managing approximately $281 million for individuals, families, pension and profit-sharing plans, trusts, estates, and other business entities. The firm focuses on core asset-class strategies using ETFs, index mutual funds, individual securities, and selected alternatives, providing comprehensive portfolio management, financial planning, and consulting services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters