Tara Williams

Wealth Management | Financial Planning | Retirement Planning | Estate Preservation | Life Insurance & Annuities

Role
Wealth Advisor at Smith Anglin Financial
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Tara Williams

Financial Planner and Wealth Advisor specializing in comprehensive financial planning and assisting pilots, business owners, and high net-worth clients navigate complex financial decisions with confidence. As a Chartered Financial Consultant, I strive to provide expert guidance in investment management, retirement planning, estate preservation and risk mitigation. As a trusted personal financial advisor, my focus is to help my clients achieve their goals, dreams and financial security.For additional information and disclosures please visit: https://smithanglin.com/

Experience

  1. Wealth Advisor

    Smith Anglin Financial

    Feb 2025 — Present · Dallas, TX, US

Education

  • The College of New Jersey

    Bachelor of Arts - BA, Mathematics and Computer Science

  • The American College of Financial Services

    ChFC

  • Landmark

    Team Management and Leadership

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Tara Williams — Wealth Advisor at Smith Anglin Financial in Dallas, TX, US | Unifers