Kevin Williamson

CFP®

Associate Financial Advisor with the practice of Steven R Williamson

CERTIFIED FINANCIAL PLANNER™ practitioner

MANNEN, WILLIAMSON, ROHR & SWARTZWELDER A financial advisory practice of Ameriprise Financial Services, Inc.

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Kevin Williamson Ameriprise Financial Advisor
Office location
14350 Sommerville Ct
Midlothian, VA 23113




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(804) 560-9215
kevin.2.williamson@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Ameriprise Platinum Financial Services® advisors are selected from among our most experienced, accomplished professionals. Each has received special training and has earned one or more professional designations, such as CFP® , ChFC or JD, in addition to having a track record that demonstrates an ability to offer quality advice. Platinum Financial Services advisors must possess strong leadership capabilities, yet also be able to function as an integral part of a financial advisory team, knowing when to draw on the experience and knowledge of specialists. Above all, they understand the expectations of our most affluent clients and are committed to meeting those expectations.


Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
Professional Associations
  • Financial Planning Association
  • Business Networking International
Qualifications
  • Certified Financial Planner
  • BS Finance - Virginia Tech
  • I am licensed and registered to conduct business in VA.
  • Based on licenses and registrations I hold, I may also conduct certain business in FL, AR, CA, GA, MD, MT, NC, PA, MO
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.