Adviser
Dennis Williams has extensive experience in performance analysis and fund administration. Currently serving as a Senior Performance Analyst at RWA Wealth Partners since October 2016, Dennis has previously held various roles at State Street from 2002 to 2016, including Senior Associate Fund Administration Specialist and Fund Accountant. Notable achievements include implementing a new expense and accounting management software, reviewing fund expense analyses, and supervising fund accountants to ensure accurate NAV calculations. Dennis holds a Bachelor of Science in Business Administration and Management from Roger Williams University.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.