Ted Williams

An Ameriprise Platinum Financial Services® Practice
Ted Williams
CFP®, MBA
Senior Financial Advisor
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(717) 431-0522
30 East Roseville Rd
Suite E
Lancaster, PA 17601


theodore.p.williams@ampf.com

Contact Information


(717) 431-0522
30 East Roseville Rd
Suite E
Lancaster, PA 17601

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www.ameripriseadvisors.com/theodore.p.williams

My Philosophy

I've been helping people reach their goals for 22 years.

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.

Experience

Qualifications

  • Senior Financial Advisor
  • Master of Business Administration

Interests

  • I enjoy the beach, family activities and trips
  • Running, spin class, martial arts, yoga and pilates
  • I ran Rim to Rim to Rim at the Grand Canyon, AZ

Community Participation

Tabor Community Services, Inc., Board of Directors, Lancaster, PA - Boy Scouts of America, Eagle Scout Advancement and Project Sales Coordinator, Lancaster, PA - Christian Fellowship Church, Member, New Holland, PA -

Tabor Community Services

License information

I am licensed and registered to conduct business in PA.

Based on licenses and registrations I hold, I may also conduct certain business in KS, SC, FL, MD, NC, NJ, MN

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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.

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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

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My Location

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.