Creative Planning
Jason Williams, CPA, PFS, CFP®, AEP®, serves as Partner / Private Wealth Manager at Creative Planning since April 2021. Previously, Jason was a Principal | Senior Client Advisor at SBSB Financial Advisors for over 16 years before the company merged with Creative Planning. Prior to that, Jason held positions at May & Barnhard and Arthur Andersen. Jason holds a BBA in Accounting from William & Mary.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.