Kurt Williams

WORK HISTORY

EDUCATION

ABOUT KURT WILLIAMS

My team and I help clients capitalize on the opportunities at their disposal. I\'m a Managing Director, a Resident Director - Wealth Management Advisor, and the founder of Williams, Jones & Associates, a wealth-management team at Merrill. Clients from across the United States engage our team in an effort to bring balance and order to their financial lives. I spent the first 12 years of my career as a CPA-an experience that influences my approach to investing, risk management, and wealth transfer. HOW WE CAN HELP: • Partners at Big 4 Accounting firms look to us for help in managing their portfolios, mindful of the restrictions they face. • Business owners and entrepreneurs look to us for advice about the possible transfer or sale of their business, relative to their overarching financial goals for their families. • Executives and professionals look to us for a tax-sensitive approach to transferring wealth to the next generation, as well as saving and investing. • Individuals from various professions look to us for assistance in gauging a key metric: whether they\'re on the right path to pursue their goals, given their current trajectories. To these needs and others, we bring a mindset that we believe sets us apart. We\'re restless in our desire to drive value for the individuals and families we serve. That emphasis is an important part of our culture, underscoring our dedication to clients and to each other. Speak to us for a few minutes, and you\'ll likely hear some innovative ideas for your situation. KEY DIFFERENTIATORS: • Licensed CPA. • Effective collaborator with a client\'s external tax and legal providers. • Every relationship begins with a written wealth-management plan. OUTSIDE THE OFFICE: I live in Boise with my amazing wife, Lynne, and our three daughters, who keep us busy and happy. I love spending time with my family and running in the foothills with my dogs, Gleason and Lincoln.*I do not provide tax advice in my current role with Merrill. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.