Dave Williams, the company founder, is a principal and Investment Advisor Representative of WMS Advisors LLC and a CFP® Practitioner.  

Dave began his career as a practicing accountant and business advisor back in 1976 and was certified in the state of Maryland in 1982. His practice concentration was directed toward tax and strategic business planning, focusing on professional practices in the areas of health care, law, and consulting.

The practice eventually evolved into an investment management and financial planning firm, taking advantage of Dave’s additional securities industry credentials. Dave currently holds the following FINRA securities registrations: Series 63 and Series 65.

Dave now resides in Naples, Florida with his wife, Claudia of almost 40 years, traveling back to the DC area periodically to meet with clients. They have two children, a daughter, Carly, who heads up corporate business development for a large computer consulting firm in Atlanta, Georgia and a son, Chase, who also works in the financial services industry in Tampa, Florida. Dave’s interests include golf, skiing, biking, pickleball and staying active.

Firm Responsibilities

• Firm Management
• Client Relationship Management
• Portfolio Management