Tom is a new addition to Williams Wealth Planners and is currently a Financial Planning Associate. As a recent college graduate from Marist College with a degree in economics and history, Tom is eager to add value in a number of different ways. From answering phones and servicing client needs to mastering our financial planning software, Tom will gradually take on more responsibility within the company, ultimately becoming a full-time advisor. The process of becoming an advisor is a long and rigorous one but Tom has taken that task head-on. Since Tom has been in the office, he has passed his Life and Health exam, as well as the FINRA Series 7 and 66 exams. On top of these accomplishments, Tom is currently enrolled with the College for Financial Planning to obtain the CERTIFIED FINANCIAL PLANNER® certification. We look forward to seeing Tom grow as both an individual and advisor within our company.