Broker Check
Jon  Williams

Jon Williams

Portfolio Manager, CFP, CIM | Manulife Wealth Inc. Life Insurance Agent | Manulife Wealth Insurance Services Inc.

Hey there, I'm Jon, your dedicated Portfolio Manager at Williams Financial Group. My main focus is to ensure your financial security and certainty, putting your goals, comfort, and understanding above everything else. I believe that communication is key, and I make sure to avoid technical jargon, providing you with a clear and simple picture for building a financial plan that suits your future.

As your Portfolio Manager, I take on the responsibility of making intelligent investment decisions on your behalf, backed by my fiduciary duty to prioritize your interests. Upholding our core value of integrity, I ensure that your financial well-being is always my top priority.

Beyond my role in the financial world, I find balance as a proud father of three amazing girls and a loving husband to my wife, Terri. Embracing an active lifestyle, I work out regularly to keep up with my family's adventures. Whether skiing with my brother in winter or chasing my daughters on the beach volleyball court during our camping trips at Miller Lake, I cherish every moment with loved ones.

My passion for water sports led us to take up wake surfing together as a family, creating unforgettable memories along the way. You can count on me as your friendly, approachable, and client-centric partner who not only aims to secure your financial future but also values the importance of enjoying life's pleasures with your loved ones.

At Williams Financial Group, I'm thrilled to be part of a team that embodies excellence and personalized service. With my expertise and genuine care, I'm here to guide you towards a prosperous and fulfilling financial journey. Let's build a brighter future together!