Gary S. Williams

Growing up as the son of a bricklayer, Gary learned lifelong lessons about money at an early age. His family’s frequent financial struggles (deepening with the death of his mother when he was just eight years old) forced them to periodically rely on welfare, with little or no extra cash for emergencies. It was an experience that instilled a profound belief in the values of hard work, putting family first, and saving and investing for a more secure future—values that ultimately shaped his career.

Gary attended Towson University and graduated with a bachelor of science in business administration with a concentration in finance. He quickly realized that, as a financial advisor, he could help others avoid mistakes and achieve financial security; something he feels strongly about. And since 1994, Gary has done just that, specializing in working with pre- and post-retirees to help them maintain an enjoyable lifestyle during their retirement years.

A lifelong learner, he has continued to hone his expertise over the years, obtaining several specialized designations including CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor, and Accredited Investment Fiduciary®. His extensive experience has made him a highly sought-after investment commentator for news outlets such as Money Magazine, Bankrate.com, Yahoo Finance, Maryland Public Television’s Business Connection, The Business Monthly, and others as well as a regular columnist for the Baltimore Business Journal.

Gary is exceedingly active in the community and serves on numerous nonprofit boards including the Association Board of Directors of the Y in Central Maryland, the Investment Committee for Mount Saint Joseph High School Endowment and the Brigance Brigade Foundation Board of Directors.