Tom Williams, CFP®

Tom Williams, CFP®, has a extensive experience in the financial industry. Tom is currently working as a Wealth Manager at Merit Financial Advisors since April 2022. Prior to their current role, they worked at I.M. Wealth Care, LLC from January 2020 to April 2022 as a Relationship Manager and Financial Advisor. In these roles, they provided comprehensive financial planning, investment management, and charitable strategies to clients, guided by wisdom, transparency, advocacy, and deep personal understanding of their values and goals.

Before joining I.M. Wealth Care, LLC, Tom served as a Vice President and Trust Officer at Westwood Holdings Group, Inc. from April 2007 to January 2020. Tom also worked at Legacy Asset Management as a Partner from 1998 to 2007 and at JP Morgan Chase as a Vice President from 1992 to 1998.

Tom Williams, CFP®, holds an MBA degree in Finance from the University of Houston. Tom also earned a BS degree in Technology from the same institution. In addition to their academic qualifications, Tom has obtained the CFP certification from the Financial Planning Association (FPA). The specific dates of their education and certification are not provided.