Carla Williams
LPL Financial Advisor in New York
- Personal Financial Planning
- Personal Insurance Services
- Investment Management
- Retirement Plan Services
- Executive Compensation/Retirement Analysis
Series 6, 63, 65
- Registered in CT, DC, FL, TN, NJ, NY, VA
Licenses held at LPL Financial.
- Graduate studies at Hunter College, Urban Planning
- Proud graduate of: Manhattanville College where I received a BA in political science.
- The American College
Gallery
Contact Information
Gateway Financial Partners
150 White Plains Road
Suite 109
Tarrytown, NY 10591
914.703.4175
cwilliams@mygfpartner.com
LIFE PHILOSOPHY
I believe that people who develop and execute plans often achieve greater success than those who do not have an active plan for their lives. I help busy individuals and small business owners make smart decisions about money, through education, by sharing ideas and approaches on complex financial solutions.
Experience
Kleinman Financial Services/LPL in Tarrytown, NY where we helped educators and all levels of employees in the New Rochelle and Mount Vernon School Districts design, develop and maintain retirement plans.
Prior to joining Kleinman Financial, I was a life insurance agent at MetLife in Elmsford, NY, where I developed insurance plans to protect the income of busy professionals and provided peace of mind for their loved ones and business partners. I also designed long term care plans for clients to maintain quality and control of their lives when chronic care was needed.
At JP Morgan Chase, I managed a portfolio of over 250 business owners where I delivered solutions to meet the growing economic needs of the business community.
Before embarking on a career in the field of financial services, I served in the Planning and Economic Development Offices of the City of Yonkers and Peekskill for over 10 years.
I am active in my local church and serve as a trustee for St. Paul’s United Methodist Church in Hartsdale, NY.
IN THE NEWS
Day in my life
- 10% correspondence
- 15% networking
- 30% client meetings
- 20% portfolio reviews
- 25% family & spiritual time