Scott V. Williams

CFP®

“The way to get started is to quit talking and begin doing.” – Walt Disney.

190 Buckley Drive Rockford, IL 61107
815.227.0300

Scott has been involved in the financial services industry since 2012. He began his career in banking and spent five years in personal banking, mortgage banking, business banking, and branch management. Looking to develop deeper relationships, Scott stepped away from retail banking and into the long-term financial planning space. He helps individuals and families prepare for and enter retirement with confidence, coaches clients through unexpected financial and life events, and helps clients keep both short- and long-term goals in mind when making investment decisions. Scott has an extensive background in estate administration, debt and liability analysis and planning, and special needs financial planning. An educator at heart, Scott loves bringing the complex world of finance to an understandable level with his clients.

Scott graduated magna cum laude from Beloit College with a bachelor of arts degree in business administration and political science. He is a CERTIFIED FINANCIAL PLANNER™ professional.

In his free time, Scott loves spending time with his wife Bianca and their three young children. He spends as much time as possible in the kitchen or at the grill cooking and teaching his children about various international cuisines. Scott is an active member of his church and enjoys volunteering throughout the year at various events. He is an avid DIYer and always has a project (or two) going on; he is currently finishing his basement. Scott enjoys playing instruments and songwriting for his children, and he loves just about any outdoor activity.


Education &
Designations

  • Beloit College
    Bachelor of Arts in Business Administration and Political Science, magna cum laude
  • CERTIFIED FINANCIAL PLANNER™ professional

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.