Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances
  • Insurance
  • Charitable Giving
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Small Business

Education

  • Master of Business Administration, Bloomsburg University, 1986
  • Bachelor of Science, Business Economics, Bloomsburg University , 1985

Awards & recognition

  • Ameriprise Circle of Success, 1992- 2016
  • Ameriprise Hall of Fame, 2014

Community participation

Ameriprise financial advisor, Ted Williams, received the 2014 Ameriprise Community Impact Award for his volunteerism with Tabor Community Services.

Ted was selected because of his 14 years of board service with Tabor. During his tenure the organization has doubled its client capacity and budget. In recognition, Ameriprise awarded $2,500 to Tabor Community Services which helps low-income families find housing and manage their finances.

Interests

  • Traveling with my family
  • Daily bible study and Men's Frat
  • Hiking the flatirons of Colorado
  • Ran Rim to Rim to Rim at the Grand Canyon, AZ in 2007
  • Completed the Boston Marathon in 2009
  • Duke Basketball fan

My photos

3 albums
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Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.