Advisors at this firm
Steven W
Series 66
Canton, OH
Williamson Wealth Management
Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 license and 18 years of industry experience. He has been with Blackstone Wealth Management since 2017 and has involvement with Legacy Investment Group since 2009. Outside of advisory work, he operates as an independent insurance agent focusing on life insurance and fixed products. Williamson Wealth Management serves individual, corporate, and charitable clients, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, including options strategies for hedging and income generation, and provides ERISA-focused retirement plan advisory services.
Denver M
Series 63, Series 66
Canton, OH
Williamson Wealth Management
Denver Mccallister is a financial advisor at Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2012 and joined Williamson Wealth Management in 2025. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts. The firm utilizes an active, sector-driven investment approach that includes fundamental and technical analysis, options strategies, and ERISA-focused services for qualified retirement plans.
Margaret F
Series 65
Canton, OH
Williamson Wealth Management
Margaret Frease is a financial advisor at Williamson Wealth Management with 14 years of industry experience. She holds a Series 65 designation and has worked previously at Blackstone Wealth Management Inc. and Legacy Investment Group, LLC. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts. The firm uses an active, sector-driven investment approach that combines fundamental and technical analysis, including the routine use of options for various portfolio strategies.