Broker Check
Terri  Williams

Terri Williams

Marketing Assistant | Manulife Wealth Inc.

Hello, I'm Terri, a NaviPlan Specialist at Williams Financial Group. Working alongside Jon and Dan, I find immense joy in assisting clients with their financial planning, helping them achieve both short-term and long-term goals.

My true passion lies in alleviating the stress and pressure that often comes with financial planning. I take great pride in guiding clients towards a clear path to financial freedom, solving problems, and finding tailored solutions that align with their unique needs and aspirations. By analyzing the data collected by Jon and Dan, I create successful plans that consider risk tolerance, retirement age, and retirement income.

On a personal note, I have a strong passion for fitness, and you can often find me teaching invigorating classes at the YMCA. Empowering people to reach their full potential brings me immense fulfillment, which reflects in both my professional and personal life.

I am happily married to Jon, and together, we are blessed with three wonderful daughters: Morgan, Kendra, and Taylor. Being a part of Williams Financial Group's team allows me to combine my expertise with my dedication to helping people, making a positive impact on our clients' lives.

I am thrilled to be part of your financial journey, and I'm committed to providing you with top-notch service and personalized solutions. Let's work together to turn your dreams into reality!