Williams Capital Managementof Raymond James

Mission Statement

As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we'll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.

Congratulations on achieving
membership in the 2015
Chairman's Council.

Membership in the Chairman's Council is reserved for an elite
group of Raymond James Financial Advisors who adhere
to the highest standards of service for their clients and who
display exemplary professional growth.
Membership is based mainly on assets under management,
education, credentials and fiscal year production.
Re-qualification is required annually since prior membership
is no assurance of future membership.



Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

Financial Advisor Image
Jamie E. Williams Senior Vice President, Investments Managing Director Toll Free: 877-291-8132
7995 Moorsbridge Road
PortageMI 49024
Phone: 269-775-3117
Fax: 269-216-4674
Toll-Free: 844-301-3737
Direct: 269-775-3121
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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