Freedom Point Financial
Services, Inc.

CONNECT

Address:

404 S. Montezuma Street, Suite C
Prescott, AZ 86303

Phone:

928-778-9151

David J. Williams, CFP®, AAMS®

David J. Williams, CFP®, AAMS®

Vice President

David has a B.S.B.A. in Finance from Northern Arizona University. Upon completion of his degree, he entered the financial services industry in 2009. David began his career with Charles Schwab & Company, where he assisted clients with various financial products and services. He moved to USAA in 2013 where he assisted USAA members with comprehensive financial planning focused on preparing for life’s various milestones. In May of 2015, David joined his father in the family business at Freedom Point Financial Services, Inc. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Asset Management Specialist designation (AAMS®). David lives in Prescott with his wife and two children. In his free time, he enjoys working out, cooking and spending time with his large extended family.

Phone 928-778-9151
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck