Advisors at this firm
Gary W
CFP®, Series 63, Series 65
Columbia, MD
Williams Asset Management
Gary Williams is a CFP® with over 31 years of experience in the financial services industry. He is the founder of Williams Asset Management and has also spent significant time at Commonwealth Financial Network. Outside of his advisory work, he is the author of the book *Art of Retirement* and holds several nonprofit roles, including chairing the investment committee and serving on the executive board at the Y of Central Maryland. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and incorporates options strategies alongside long-term trading.
Gavin W
CFP®, Series 65
Columbia, MD
Williams Asset Management
Gavin Walter is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Williams Asset Management. He has been with Williams Asset Management since 2024 and has prior experience with Commonwealth Financial Network. Before entering the financial industry, he worked in education at the University of Maryland College Park and local schools. Williams Asset Management offers discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm utilizes a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory, incorporating long-term trading and options strategies, and conducts regular reviews of managed accounts.
Duncan M
CFP®, Series 65
Columbia, MD
Williams Asset Management
Duncan Mccall is a CFP® with one year of industry experience, currently serving as a financial advisor at Williams Asset Management. His prior experience includes roles at Commonwealth Financial Network and Strategic Wealth Management Group Ltd. Outside of his advisory work, he is a member of LLCs involved in managing residential real estate in Maryland and Pennsylvania. Williams Asset Management offers discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a multi-faceted investment approach that incorporates fundamental, quantitative, and technical analysis alongside modern portfolio theory and options strategies.
Karissa G
Series 65
Columbia, MD
Williams Asset Management
Karissa Goessl is a financial advisor at Williams Asset Management with eight years of industry experience. She holds a Series 65 designation and has worked at firms including Commonwealth Financial Network and Cadaret, Grant & Co., Inc. prior to her current role. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, incorporating long-term trading and options strategies in its investment approach.
Brian M
CFP®, Series 66
Columbia, MD
Williams Asset Management
Brian Mc Kinney is a CFP® and Series 66 credentialed financial advisor with nine years of industry experience. He has been with Williams Asset Management since 2016, following a one-year tenure at BNY Mellon. Mc Kinney is also the owner of BSM Partners Inc., a private entity involved in securities, advisory, and insurance business. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth individuals, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, incorporating long-term trading and options strategies as part of its investment approach.
George W
CFP®, CFA®, Series 66
Columbia, MD
Williams Asset Management
George Watson III is a CFP®, CFA®, and Series 66 licensed advisor with 11 years of industry experience. He has worked at Williams Asset Management since 2017 and previously spent four years at Academy Financial, Inc. He serves as the treasurer of the Stansfield Estates Homeowners Association. Williams Asset Management provides discretionary portfolio management, wealth management, and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, incorporating long-term trading and options strategies within a structured review process.
