Joshua Williams
- Role
- Financial Professional at Equitable Advisors
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Joshua Williams
Assisting both clients and prospective advisors achieve their best futures through…
Experience
Financial Professional
Sep 2019 — Present
As a financial professional, I assist my clients in a varity of ways and no two clients are alike. A key component to my practice has been and continues to be helping public school employees and nonprofits establish their retirement accounts through their employer. An additonal key part of my practice is assisting those not affiliated with schools to build plans around their values and goals. This can encompass retirement planing, but it also includes wealth managament, risk managament…
Education
Saint Louis University
Bachelor of Science in Finance, Finance and Financial Management Services
2015 — 2019
Milan High School
GED, General Studies
2011 — 2015
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