Sean M. Williams, CFP<sup>&reg;</sup> - Financial Advisor

Sean M. Williams, CFP®

Wealth Advisor

Sojourn Wealth Advisory, LLC

1818 Pot Spring Rd., Suite 206
Timonium, MD 21093
FINANCIAL ADVISOR'S WEBSITE
(410) 941-3005 CONNECT WITH Sean
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General

Sean Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sojourn Wealth Advisory, LLC in Timonium, MD and the surrounding communities.

Financial Advisor Overview

"My greatest aim is to serve my clients and their families with wise counsel so they may achieve greater opportunities today and tomorrow. I am passionate about what I do and consider it a great privilege to serve and advocate for my clients and their families." Sean M. Williams received his CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board. He holds Series 7, 6, 63, and 65 securities licenses as well as Maryland Life and Health Insurance licenses. Sean is a graduate of Towson University, College of Business and Economics, where he earned a Bachelor of Science in Business Administration. Sean and his wife, son, and daughter, live in Baltimore County. He enjoys making memories with his family and exploring his interests in history, art, architecture, and music.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Cambridge and Sojourn Wealth Advisory, LLC are not affiliated.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Starting a Family, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources