James S. Williams

After two previous careers as an engineer and as a merger and acquisition specialist, I found my lifetime calling in 1995 as a Financial Advisor with Ameriprise Financial.  In February, 2020, wanting to be totally independent and wanting the ability to provide improved service for my clients, I joined Crossbridge Financial Group.  What attracted me to Crossbridge was the advisors who had already chosen to work with Crossbridge, and the world-class technology offered through our broker-dealer partner, Commonwealth Financial Network.

I specialize in managing portfolios to provide retirement income through asset allocation and financial planning.  I also advise clients on estate planning and tax management strategies.

I have a B.S. in Chemical Engineering from the University of Virginia and an MBA from the A.B. Freeman School of Business at Tulane University.  I have also earned the professional designations of Certified Financial Planner®, Chartered Financial Consultant®, Chartered Advisor for Senior Living® and Certified Life Underwriter®.

My wife, Dolores, has put up with me for enough years to be close to achieving sainthood.  I have a daughter, Virginia, son, Wright, and two grandchildren, Liam and Madelyn.  When not looking out for my clients’ money, I enjoy golfing, fishing, playing Tournament Bridge and restoring old cars.