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Don Williams

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Don Williams

Senior Vice President, Financial Advisor

 

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Don Williams, CMFC®, CRPC® , has been helping investors reach their goals for over 30 years. His career path has helped build the foundation today for serving his clients as Senior Vice President at Prime Capital Investment Advisors. Don started his career at IDS Financial (now Ameriprise) where he learned everything from the importance of a financial plan to the investing process. He believes you can’t invest money successfully until you know what role your savings will play in achieving your goals.

Don then spent a decade at Charles Schwab, working in various roles from trading to conducting seminars on technical analysis and retirement planning. He developed the tools necessary in delivering a unique financial advisory experience to individual clients. Here he learned that in order to be a successful financial advisor, you must understand the complexities of the economy and markets while making it easily understandable for clients.

In 2006, Don combined his experiences and opened the Tampa offices of The Mutual Fund Store (now Edelman Financial Engines). He built the practice from the ground up to 400+ clients with over $100 million of assets under management in a few short years. In 2019, Don left Edelman Financial Engines and became an independent investment advisor representative with PCIA where he serves his clients today.

A graduate of Washington & Jefferson College, Don currently holds the FINRA Registered Investment Adviser license, and has obtained the CMFC® (Chartered Mutual Fund Counselor) and CRPC® (Chartered Retirement Planning Counselor) designations from the College for Financial Planning. He lives in Tampa, Florida with his wife Kristin, where he enjoys boating, tennis and golf.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Don Return to Team Page

Don Williams

Don Williams

Senior Vice President, Financial Advisor

 

LinkedIn

Don Williams, CMFC®, CRPC® , has been helping investors reach their goals for over 30 years. His career path has helped build the foundation today for serving his clients as Senior Vice President at Prime Capital Investment Advisors. Don started his career at IDS Financial (now Ameriprise) where he learned everything from the importance of a financial plan to the investing process. He believes you can’t invest money successfully until you know what role your savings will play in achieving your goals.

Don then spent a decade at Charles Schwab, working in various roles from trading to conducting seminars on technical analysis and retirement planning. He developed the tools necessary in delivering a unique financial advisory experience to individual clients. Here he learned that in order to be a successful financial advisor, you must understand the complexities of the economy and markets while making it easily understandable for clients.

In 2006, Don combined his experiences and opened the Tampa offices of The Mutual Fund Store (now Edelman Financial Engines). He built the practice from the ground up to 400+ clients with over $100 million of assets under management in a few short years. In 2019, Don left Edelman Financial Engines and became an independent investment advisor representative with PCIA where he serves his clients today.

A graduate of Washington & Jefferson College, Don currently holds the FINRA Registered Investment Adviser license, and has obtained the CMFC® (Chartered Mutual Fund Counselor) and CRPC® (Chartered Retirement Planning Counselor) designations from the College for Financial Planning. He lives in Tampa, Florida with his wife Kristin, where he enjoys boating, tennis and golf.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Don Return to Team Page

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