Meet Tom Williams, CFP®, CPA, Partner, Senior Wealth Advisor, and CEO of Domani Wealth.
What would a perfect workday look like for you?
Helping clients solve problems all day and seeing the markets go up.
What do you most contribute to the workplace?
My technical knowledge and knowledge of the community. I’m also very service-oriented.
Which of Domani’s core values most resonates with you and why?
Integrity. We need to always put our clients first.
If you had an entire day of free time and no responsibilities, what would you do?
Go hunting or fishing.
What’s one of your favorite possessions?
An autograph from JFK.
What’s a surprising fact about you?
I have a background in martial arts.
Important Disclosure
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Domani. A copy of Domani’s current written disclosure brochure discussing our advisory services and fees continues to remain available upon request.
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