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Our Client Services Team :: Gary L. Williams :: THE RETIREMENT SOURCE®
Our Team » Gary L. Williams
Gary Williams
Gary L. Williams, CFP® has been involved in the financial services industry for over 23 years and has been licensed as A CERTIFIED FINANCIAL PLANNER® by the Certified Financial Planner Board of Standards Inc. for over 20 years.

His experience allows him to bring a unique viewpoint to his work and as financial planner; he is free to develop client-focused strategies in everyday challenges.

He has seen the Greater Cincinnati regional area grow and prosper. He is familiar with the challenges faced by its residents thus is eager to help them.

Gary has been affiliated with THE RETIREMENT SOURCE® since 2005.

Family & Hobbies:

Gary and his wife Teresa have been residents of Northern Kentucky for 19 years.

Credentials:

  • Certified Financial Planner® Practitioner (CFP®) 1990
  • Chartered Retirement Planning Counselor (CRPC)

Broker Check:


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