Tom Williams
Geen lopende functies
Profiel
Mr. Thomas K.
Williams, CPA, is a Partner, Senior Wealth Advisor & Chief Executive Officer at Domani Wealth LLC.
He works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives.
Additionally, he works with the firm’s Investment Strategy Group to construct portfolios for clients that are coordinated with their financial planning goals.
Mr. Williams was employed as a Managing Partner by Beard Miller Financial Advisors LLP.
Mr. Williams received his BS Accounting from Bloomsburg University of Pennsylvania.
He is a Certified Public Accountant.
Eerdere bekende functies van Tom Williams
| Bedrijven | Functie | Einde |
|---|---|---|
Domani Wealth LLC
 Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Algemeen Directeur | - |
Beard Miller Financial Advisors LLP
 Beard Miller Financial Advisors LLP Investment ManagersFinance Founded in 1996, Beard Miller Financial Advisors LLP is a registered investment advisor firm headquartered in York, Pennsylvania. The firm has additional offices in Hanover, Lancaster and Reading. They are a division of Beard Miller Company LLP, a certified public accounting firm | Portefeuillebeheerder-Aandelen | - |
Opleiding van Tom Williams
| Bloomsburg University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Beard Miller Financial Advisors LLP
Beard Miller Financial Advisors LLP Investment ManagersFinance Founded in 1996, Beard Miller Financial Advisors LLP is a registered investment advisor firm headquartered in York, Pennsylvania. The firm has additional offices in Hanover, Lancaster and Reading. They are a division of Beard Miller Company LLP, a certified public accounting firm | Finance |
Domani Wealth LLC
Domani Wealth LLC Investment ManagersFinance Domani Wealth LLC is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1995 and formerly known as PBWM Holdings LLC and as ParenteBeard Wealth Management LLC. They were acquired in 2023 by Savant Wealth Management LLC, which is ultimately owned by SCMI, Inc. Domani Wealth offers investment management and wealth advisory services for individuals and families, businesses, and family offices. | Finance |
