Christopher Williams

About Christopher Williams

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in the regard. Let\'s get started - there\'s no better time than now. I am licensed to sell insurance in MA, ME, NH. I am licensed to sell securities in: MA, NH,AR. Offering investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services, pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries.

Experience

1. Financial Services Professional at Baystate Financial

   Baystate Financial

   Jan 2006 — Present

   I’m an established financial professional with more than 15 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.As a client-centric advisor, I always strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry.Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures. I am licensed to sell insurance in MA, ME, NH. I am licensed to sell securities in: MA, NH,AR. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02••••••••00

Education

• Keene State College

  Bachelor's degree

  1994 — 1999

Skills

• Financial Planning
• Microsoft Word
• Financial Analysis
• Leadership
• Team Building
• Management
• Customer Service
• Insurance
• Mutual Funds
• Risk Management
• Securities
• Public Speaking
• Retirement Planning
• Research
• Business Development
• Wealth Management
• Process Improvement
• Life Insurance
• Finance
• English
• Microsoft Excel
• Powerpoint
• Marketing
• Business Process Improvement
• Investments
• Portfolio Management
• Fixed Annuities
• Small Business
• Microsoft Office
• Sales
• Disability Insurance
• Financial Services