210 7th Street Southeast
Principal - Financial Professional
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Group Plan Specialist
Lindsay came to work for William in the winter of 2019 as our Group Plan Specialist, primarily focused on employer benefits and DC Healthlink. She has a wide and varied background, including market research/opinion polling, social...
Director of Operations
202-681-1161 ext 04
Charles K. Blizzard is a proud native of Athens, AL. As a graduate from the University of the South at Sewanee, he became an analyst for SCM Associates, Inc., a boutique investment firm in Atlanta, GA. A few years later, Charles began...
202-681-1161 ext 3
Loren is capable, determined, confident, and well organized, with extensive experience in client support. She has been in insurance and finance for 7 years and is excited to help with the operations of our company. She remains highly...
Cambridge Source Office Assistant, Branch Support and Supervision
Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking...