Wealth Management Solutions

  • Mary Williams, CFP®, MBA

    Vice President, Investments

BBA University of Georgia
MBA University of Sarasota


Community Groups:
Member, Prowin, Professional Woman's Network, Atlanta, GA
Former President, United Way of South Sarasota County, FL
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.