Nancy Williams
Achieve Financial Fitness to Live Well Today, Plan for Tomorrow, and Retire Your Way
- Role
- Founder and Financial Advisor for Carolina Capital Solutions, Llc at Carolina Capital Solutions, Llc
- Location
- Durham, NC, US
- LinkedIn followers
- 500 followers
About Nancy Williams
I believe in financial fitness, also known as financial wellness. The definition of…
Experience
Founder and Financial Advisor for Carolina Capital Solutions, Llc
Carolina Capital Solutions, Llc
Mar 2016 — Present
Education
University of Vermont
Bachelor of Arts (B.A.), Political Science and Government
1980 — 1984
Skills
- Relationship Management
- Term Life Insurance
- Whole Life
- Financial Analysis
- 403 B
- Insurance
- Life Insurance
- Finance
- Variable Annuities
- Business Overhead Expense
- Universal Life
- Retirement Planning
- College Funding Strategies
- Traditional Ira
- Long-Term Care
- Key Person Insurance
- Business Continuity Planning
- Fixed Annuities
- 401k
- Wealth Accumulation
- Sep Ira
- Income Protection
- Survivor Income
- Disability Insurance
- Roth Ira
- Simple Ira
- Estate Planning
- Pensions
- Buy-Sell Agreements
- Customer Service
- Deferred Compensation
- Asset Allocation
- Mutual Funds
- Dental Insurance
- Health Insurance
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