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President and Founder of Williams Asset Management, Gary Williams, has been named as one of
Maryland's "Best-in-State" Wealth Advisors by Forbes’ for 2020.
Columbia, MD, January 26, 2020 --(PR.com)-- Williams Asset Management, a wealth management firm
in Columbia, MD, today announces that its President and Founder, Gary Williams, CFP®, CRPC®,
AIF®, has been named to Forbes' Best-in-State Wealth Advisors list for 2020. The list was published on
Forbes.com and a condensed listing will be available in the February issue of the magazine.
Gary Williams founded Williams Asset Management in 1994. For the past twenty-six years, the firm has
provided individuals, families, businesses, and non-profit organizations across Howard County, Maryland
and beyond with holistic, personalized financial planning, guidance and tax-efficient portfolio
management.
Wayne Bloom, CEO of Commonwealth Financial Network®, Williams Asset Management's Registered
Investment Adviser-broker/dealer, said, “Congratulations to Gary Williams on this well-earned
recognition by Forbes. Gary is committed to providing comprehensive retirement planning and
investment management to his clients, and we are proud to provide Williams Asset Management with the
business solutions they need to power their practice.”
“I am humbled and honored to be recognized by Forbes as one of the best financial advisors in the state of
Maryland for the second year in a row,” states Williams.
The 2020 ranking of the Forbes' Best-in-State Wealth Advisors(1) list was developed by SHOOK
Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor
qualitatively and on a ranking algorithm that includes client retention, industry experience, review of
compliance records, firm nominations, and quantitative criteria (including assets under management and
revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5 percent of
candidates) were recognized. The full methodology(2) that Forbes developed in partnership with SHOOK
Research is available at
https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020
/#653e1e97fedc.
(1) This recognition and the due-diligence process conducted are not indicative of the advisor's future
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performance. Your experience may vary. Winners are organized and ranked by state. Some states may
have more advisors than others. You are encouraged to conduct your own research to determine if the
advisor is right for you.
(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
SHOOK does not receive a fee in exchange for rankings.
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Contact Information:
Williams Asset Management
Marie Lee, Director of HR & Executive Assistant to the President
(410) 740-0220
Contact via Email
www.WilliamsAssetManagement.com
News Image:
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