Edward Williams

President & Managing Partner DEW Financial Management Group Inc.

Location
Washington D.C. Metro Area
Industry
Investment Management

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Edward Williams's Overview

Current
  • Board Of Directors at Northern Virginia Black Chamber of Commerce, Inc.
  • Chairman of the Board of Directors at South Carolina State Univ Foundation
  • President & Managing Partner at DEW Financial Management Group
  • Life Member at Kappa Alpha Psi Fraternity
Past
  • VP Assistant Branch Manager at Morgan Stanley Smith Barney
  • Vice President Wealth Management at Smith Barney
  • National Training Officer at Smith Barney
  • Co-Owner & President at DEW Enterprises DBA Jackson Hewitt Tax Service
  • Board of Directors at Diamond Community School
  • Board Member at Healthy Start
  • Systems Software Engineer at Harris Corp
Education
Connections

500+ connections

Websites

Edward Williams' Experience

Privately Held; Myself Only; Professional Training & Coaching industry

January 2014Present (9 months)

Chairman of the Board of Directors

South Carolina State Univ Foundation

Educational Institution; 501-1000 employees; Education Management industry

December 2011Present (2 years 10 months) Organgeburg SC

President & Managing Partner

DEW Financial Management Group

September 2010Present (4 years 1 month) washington d.c. metro area

Securities offered through LPL Financial Member FINRA/SIPC. Investment advise offered through Independent Partners a registered investment advisor and separate entity from LPL Financial.
For hyperlinks to FINRA & SIPC please refer to the website link above.
For a list of states which we are registered to do business in please link to www.lpl.com\edward.d.williams.
Third party posts on this profile does not reflect the views of LPL Financial and have not been reviewed for accuracy or completeness.

Life Member

Kappa Alpha Psi Fraternity

April 1974Present (40 years 6 months)

President

Association of African American Financial Advisors

January 2013January 2014 (1 year 1 month)

Privately Held; Myself Only; Professional Training & Coaching industry

November 2013November 2013 (1 month)

Awarded Member of The Year Award 2013.

VP Business Development Officer

Morgan Stanley Smith Barney

Public Company; 10,001+ employees; MS; Financial Services industry

June 2009June 2010 (1 year 1 month)

VP Assistant Branch Manager

Morgan Stanley Smith Barney

Public Company; 10,001+ employees; MS; Financial Services industry

April 2007October 2009 (2 years 7 months)

Vice President Wealth Management

Smith Barney

Public Company; 10,001+ employees; MS; Financial Services industry

September 2005October 2009 (4 years 2 months)

National Training Officer

Smith Barney

September 2005March 2007 (1 year 7 months) Hartford, Connecticut Area

Provided training for new financial advisors hired by Smith Barney.

Co-Owner & President

DEW Enterprises DBA Jackson Hewitt Tax Service

December 2002September 2006 (3 years 10 months)

DEW Enterprises was a franchisee for the income tax firm of Jackson Hewitt Tax Service.

Board of Directors

Diamond Community School

20032005 (2 years)

Board Member

Healthy Start

20022005 (3 years)

Systems Software Engineer

Harris Corp

Public Company; 10,001+ employees; HRS; Defense & Space industry

19831997 (14 years)

Edward Williams' Skills & Expertise

  1. 401k
  2. Alternative Investments
  3. Asset Allocation
  4. Business Development
  5. Entrepreneurship
  6. Finance
  7. Financial Services
  8. Fixed Annuities
  9. Insurance
  10. Investment Advisory
  11. Leadership
  12. Management
  13. Series 7
  14. Strategic Financial Planning
  15. Series 63
  16. Securities
  17. Asset Managment
  18. Financial Advisory
  19. FINRA
  20. IRAs
  21. Investment Management
  22. Investments
  23. Retirement Planning
  24. Personal Finance
  25. Strategic Planning
  26. Wealth Management
  27. Life Insurance
  28. Mentoring
  29. Investment Strategies
  30. Mutual Funds
  31. Retirement
  32. Business Strategy
  33. Equities
  34. Estate Planning
  35. Financial Planning
  36. Nonprofits
  37. Portfolio Management

View All (37) Skills View Fewer Skills

Edward Williams' Education

Camden High School

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