Deanna Williams

Financial Advisor at Per Stirling, CERTIFIED FINANCIAL PLANNER™

Role: Financial Advisor at Per Stirling Capital Management, Llc
Location: Waco, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor
Per Stirling Capital Management, Llc
Jan 2024 — Present

Education

Texas Tech University
Bachelor of Science (BS), Biology, General
2007 — 2012
Texas Tech University
Master’s Degree, Personal Financial Planning
2016 — 2018

Skills

Clerical Skills
Data Entry
Accounts Receivable
Teamwork
Social Media
Outlook
Event Planning
Texas Notary
Time Management
Microsoft Word
Medical Records
Customer Service
Management
Microsoft Office
Sales
Accounts Payable
Microsoft Excel
Powerpoint

Contact information

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Work email
•••••@perstirling.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Per Stirling Capital Management, Llc

Financial Services · 35 employees · Founded 2009 · Austin, United States

Per Stirling is an independent, fiduciary, and award-winning wealth management firm, with offices in Austin and Dallas. The very foundation of Per Stirling’s business model is an unfaltering belief that, “if we take outrageously good care of our clients, and treat the members of our team like family, everything else will take care of itself”. In addition to winning the prestigious Ethics in Business Award, Per Stirling has been recognized by InvestmentNews in each of the past five years as one of the Best Places in America to Work for Financial Advisors. Further, on a local level, Per Stirling is regularly recognized by the Austin Business Journal as One of the Best Places in Austin to Work. Per Stirling’s business model is to attract exceptional financial advisors in Austin, Dallas, Houston and San Antonio by providing them with virtually all of the advantages of owning their own firm, but without the many associated headaches, and surrounding them with a culture and an environment where the best interest of the client is always placed above all else. If you would like to learn more about the Per Stirling difference, please visit Advisory services offered through Per Stirling Capital Management, LLC. Securities offered through B. B. Graham & Co, Inc, member FINRA/SIPC. Per Stirling Capital Management, LLC, DBA Per Stirling Private Wealth and B. B. Graham & Co, Inc, are separate and otherwise unrelated companies.

perstirling.com

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Experience

Financial Advisor

Education

Texas Tech University

Texas Tech University

Skills

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