Dave Williams

About Dave Williams

2023 Forbes Best in State Wealth Management TeamsSource: Forbes (Awarded Jan 2023). Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22. Awards Disclosures:

Experience

1. Financial Advisor

   Morgan Stanley

   Jun 2018 — Present

   2026 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal advice. MSSB Financial Advisors may only transact business, provide individualized responses, or render personalized investment advice for compensation in states where they are registered or excluded or exempted from registration https://brokercheck.finra.org/. Designations or awards are not indicative of a Financial Advisor\'s past or future performance, and no fee is paid in exchange for such. The information on this profile does not provide personalized investment advice and is not an offer to buy or sell any security, open a particular account, or to engage in any investment strategy. All content is for US residents only and subject to the following terms: 17•••53

Education

• James Madison University

  Bachelor of Arts, Political Science

  2002 — 2006

• Yale School of Management

  Investment Management Theory & Practice

  2022 — 2022

• The National Defense University

  Master of Arts (M.A.), Strategic Security Studies

  2007 — 2012

Skills

• Systems Engineering
• Government
• Military
• Homeland Security
• Security Clearance
• Counterterrorism
• Defense
• Information Assurance
• Military Operations
• Command
• Intelligence
• Leadership
• Intelligence Analysis
• Research
• Risk Management
• Vulnerability Assessment
• Security
• Dod
• National Security
• Policy
• Sigint
• Intelligence Community
• Policy Analysis
• Analysis
• International Relations