Thomas O. Williams

Thomas O. Williams

Financial Planning Associate

Tom is a new addition to Colarossi & Williams and is currently a registered staff member. 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 firm, 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 firm.