James S. Williams, MBA, CFP®, ChFC®, CASL®, CLU®
Private Wealth Advisor | Wilmington Location
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 cutting-edge 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 certifications 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.
Private Wealth Advisor
jwilliams@crossbridgefinancial.com