Financial Advisors
Dallas, TX
Mason G Williams is a CFP® and Certified Exit Planning Advisor at Edward Jones in Dallas, offering comprehensive financial planning and wealth management services. He specializes in retirement income strategies, estate and legacy planning, intergenerational wealth transfer, and charitable giving strategies, with particular expertise serving LGBTQ+ clients. His team provides personalized financial guidance through in-person consultations, phone meetings, and web conferencing.
Ideal for: High-net-worth individuals planning retirement, business owners considering exit strategies, LGBTQ+ individuals seeking specialized financial guidance, families planning intergenerational wealth transfer
Service area: Dallas, TX and surrounding North Texas communities
Multiple Advanced Certifications: Mason holds CFP®, CEPA®, WMCP®, and CRPC™ credentials, indicating specialized expertise in financial planning, exit planning for business owners, and retirement counseling.
Specialized LGBTQ+ Financial Services: Offers tailored financial strategies specifically designed for LGBTQ+ clients, addressing unique planning considerations for this community.
Comprehensive Wealth Planning Focus: Addresses complex financial needs including intergenerational planning, charitable giving strategies, and estate and legacy planning beyond basic investment management.
Address: 200 Crescent Ct #1150, Dallas, TX 75201
Phone: (214) 324-4474
Website: edwardjones.com
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