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Gary Williams of Williams Asset Management Honored in Forbes’ Best-in-State

Wealth Advisors List 2021

Williams Asset Management announces that its President and Founder, Gary Williams, CFP®,
CRPC®, AIF® has been named to Forbes’ Best-in-State Wealth Advisors list for 2021.

Columbia, MD, March 04, 2021 --(PR.com)-- Williams Asset Management, a wealth management firm
in Columbia, MD, announces that its President and Founder, Gary Williams, CFP®, CRPC®, AIF®, has
been named to Forbes’ Best-in-State Wealth Advisors list for 2021. The list was published on
Forbes.com, and a condensed listing is available in the current issue of the magazine.

Gary Williams founded Williams Asset Management in 1994. For the past twenty-seven years, the firm
has provided individuals, families, businesses, and non-profit organizations across Howard County,
Maryland and beyond with holistic, personalized financial planning, guidance and tax-efficient portfolio
management.

Wayne Bloom, CEO of Commonwealth Financial Network®, Williams Asset Management’s Registered
Investment Adviser–broker/dealer, said, “Congratulations to Gary on this well-deserved recognition by
Forbes. It is terrific to see a client-centric advisor who is devoted to providing expert financial planning
represented on this list.”

“I am pleased to have been named to this prestigious list for the third year in a row - a recognition that, to
us, speaks to our firm’s steadfast commitment to providing exceptional advice and personalized service to
our clients,” said Williams. “I am grateful for the trust our clients place in us, and we remain committed
to providing the guidance and support they need to achieve their unique financial goals.”

About Williams Asset Management

Williams Asset Management has been providing individuals and organizations with financial guidance
since 1994. Located at 8850 Columbia 100 Pkwy, Suite 204 Columbia, MD 21045, the firm prides itself
on crafting unique strategies for each client. For more information, please visit
www.WilliamsAssetManagement.com or call (410) 740-0220. Advisory Services offered through
Commonwealth Financial Network®, a Registered Investment Adviser.

The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors(1) list was developed by SHOOK
Research and is based on in–person and telephone due–diligence meetings to evaluate each advisor
qualitatively and on a ranking algorithm that includes client retention, industry experience, review of
compliance records, firm nominations, and quantitative criteria (including assets under management and
revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000
(approximately 15.3 percent of candidates) were recognized. The full methodology(2) that Forbes
developed in partnership with SHOOK Research is available at www.forbes.com.

(1) This recognition and the due–diligence process conducted are not indicative of the advisor's future

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performance. Your experience may vary. Winners are organized and ranked by state. Some states may
have more advisors than others. You are encouraged to conduct your own research to determine if the
advisor is right for you.

(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data.
SHOOK does not receive a fee in exchange for rankings.

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Contact Information:
Williams Asset Management
Marie Lee, Director of HR & Executive Assistant to the President
(410) 740-0220
Contact via Email
www.WilliamsAssetManagement.com

Online Version of Press Release:


You can read the online version of this press release at: https://www.pr.com/press-release/832092

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