A complete list of active advisors currently associated with Williams Asset Management

Warmer can help you find a great advisor at Williams Asset Management or one who fits your needs even better.

Williams Asset Management provides discretionary investment management, wealth management, and financial planning services to individuals, high‑net‑worth individuals, and charitable organizations; as of December 2025 the firm reported no assets under management or active clients. Like many investment-manager peers, WAM generally charges asset-based advisory fees and offers portfolio construction across mutual funds, ETFs, fixed income, equities, private funds and annuities. WAM’s investment process combines fundamental, quantitative, Modern Portfolio Theory and technical analysis and employs long-term trading and options strategies (including covered and uncovered options), with portfolios tailored to client risk tolerances and time horizons. The firm also selects and refers portions of client assets to third‑party investment advisers and participates in Commonwealth’s PPS programs, conducting due diligence and ongoing performance reviews of selected managers. Noteworthy aspects include that certain supervised persons are licensed insurance agents and WAM offers insurance products and variable/fixed‑indexed annuities, a relationship the brochure discloses as creating potential commission conflicts and describes steps to mitigate. The firm also discloses a loan tied to Commonwealth/LPL-related arrangements and requires clients to custody assets at Fidelity or LPL—arrangements the firm identifies as potential conflicts when recommending third‑party advisers.

To learn more about the advisors currently working at Williams Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Karissa Goessl	Columbia, MD	9
Duncan Mccall	Columbia, MD	2
Brian Mc Kinney	Columbia, MD	9
Gavin Walter	Columbia, MD	1
George Watson III	Columbia, MD	11
Gary Williams	Columbia, MD	32

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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.

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