Valued client,
Over the time you’ve entrusted Williamson Wealth Advisors with managing your hard-earned money, we have been diligently working to help ensure you meet your goals – financial and otherwise.
With great pleasure, we are excited to announce our move to Raymond James Financial Services, the independent brokerage side of Raymond James. This is a move that Raymond James offers to qualified financial advisory practices.
Nothing changes for the client, but we’ll be contacting you in October/November to facilitate the document(s) needed to move to our new branch.
It is important to us that we take advantage of the opportunities Raymond James has to offer so that we can continue to provide you with the level of service you deserve. This move was made with you in mind, and with careful deliberation.
Our main reason for transitioning to Raymond James Financial Services is simple; now we can manage our own office independently. Backed by the full support of Raymond James, we’ll be empowered to continue the prudent management of your investment portfolio, helping you to achieve your short- and long-term goals as you establish wealth for future generations.
During this evolution to bring you greater support, we’ll be moving to our new location on December
1st, 2025:
77 Elmwood Dr.
Suite 103
Dayton, Ohio, 45459
Thank you for the continued opportunity to work on your behalf. If you have any questions, please don’t hesitate to contact me at 937-287-6792 or by email, at Harry.Williamson@raymondjames.com.
Sincerely,
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