Britton Williams
Fiduciary | Fee-Only Advisor | Investor
- Role
- Wealth Manager at Calamita Wealth Management
- Location
- Raleigh-Durham-Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Britton Williams
Our financial planning approach coordinates Four Core Areas of your financial…
Experience
Wealth Manager
Aug 2018 — Present · Charlotte, NC, US
Calamita Wealth Management works with successful individuals over the age of 50 to develop and implement a comprehensive wealth management plan to reduce taxes, invest smarter and optimize income. Together with their professional network, Calamita Wealth Management helps individuals address their five biggest concerns: preserving their wealth; mitigating taxes; taking care of their heirs; ensuring their assets are not unjustly taken; and charitable giving.
Education
University of North Carolina Wilmington
Business Administration, Finance
Virginia Episcopal School
Diploma
Skills
- Retirement Planning
- Strategic Financial Planning
- Commodity
- Investments
- Finance
- Financial Modeling
- Logistics
- Management Consulting
- Financial Analysis
- Business Development
- Leadership
- Risk Management
- Wealth Management
- Business Planning
- Trading
- Financial Services
- Strategy
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