Nick Williams
Client Services AssociateBorn and raised in Star, Idaho, Nick moved to Bozeman in 2018 to pursue a bachelor’s degree in finance from Montana State University. Nick graduated from Montana State University with honors, paying his way through with scholarships and early mornings shoveling snow. In March of 2023, he became a Registered Representative with Stone Leaf Financial, passing the Series 7 and Series 66 exams. He is a motivated, intentional individual pursuing a career in financial planning, helping others find financial freedom and a positive relationship with money.
Nick is the paraplanner at Stone Leaf Financial, where he supports the team in building financial plans, conducting research and analysis, and managing the details of each individual's plan.
As an avid fly fisherman, he has fallen in love with the surrounding rivers and lakes that Montana offers and is proud to call this great state home. When not in the office, Nick can be found exploring the backcountry with a fly rod, tying flies for his next adventure, and enjoying a Montana sunset with his wife.
