David J. Williams, CFP®, AAMS®

David J. Williams, CFP®, AAMS®

Vice President

Since entering the financial services industry in 2009, David has been relentless in his pursuit of empowering clients to overcome the challenges that come with managing substantial wealth. He began his financial planning career at Charles Schwab & Company, where he honed his skills by assisting clients with a wide range of financial products and services. Recognizing his innate ability to provide comprehensive financial planning, David joined USAA in 2013, where he focused on helping USAA members prepare for life's significant milestones.

David is a highly accomplished financial advisor with a strong dedication to serving high-net worth individuals and families. He holds a B.S.B.A. in Finance from Northern Arizona University, equipping him with the expertise to navigate complex financial landscapes. He acquired a master’s degree in finance in 2019.

In May of 2015, David's passion for serving high-net worth individuals led him to join his father in the esteemed family business at Freedom Point Financial Services, Inc. As a CERTIFIED FINANCIAL PLANNER™ professional and a holder of the prestigious Accredited Asset Management Specialist designation (AAMS®), David exemplifies his commitment to delivering unparalleled financial expertise to his discerning clientele.

Beyond his professional accomplishments, David's personal life reflects his unwavering dedication to excellence. He resides in Prescott with his wife and two children, cherishing the importance of family values. In his well-deserved free time, David finds joy in staying active through workouts, indulging in culinary creations, and creating lasting memories with his large extended family.

Choose David as your trusted advisor, and experience firsthand his unwavering commitment to helping high-net worth individuals and families navigate the complexities of wealth management. Together, you'll conquer financial challenges and unlock the boundless potential that comes with strategic wealth preservation and growth.