Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
Credential ID
CF2-2200943
Active Dates
Jan 24, 2022 – Jan 24, 2027
About Edward Williams
Edward is the Managing Partner & founder of DEW Financial Management Group, Inc.
Edward has a Bachelor of Science degree in Applied Mathematics from North Carolina A & T State University Greensboro, North Carolina. Edward holds the FPS, PPC®, Series 7, 9, 10, 63 & 65 registrations with IFP, in addition to Insurance Life & Annuity licenses. Edward has over two decades of experience in the financial services industry with Citi, Smith Barney, Morgan Stanley & LPL. Before coming to the financial services industry Edward had a successful career as a software engineer with various government contractor firms as a franchisee owner of a tax preparation firm.
Edward is past member of the National Association of Securities Professional, the Insured Retirement Institute, and the Financial Services Institute. He is the Past Chairman of the South Carolina State University Foundation Board, Northern Virginia Black Chamber of Commerce, and Fairfax City Chamber of Commerce and is Past President of the Association of African American Advisors (AAAA).
He enjoys reading mystery and suspense books and movies, and being active with community organizations. He also enjoys golf, tennis and other team sports. He and his wife Deborah enjoy their grandchildren and they currently reside in the Augusta GA, Central Savannah River Area.
Areas of Specialization
Retirement Planning
Estate Planning
College Planning
Investing
Insurance
Financial Planning
General Financial Guidance
Disclosure:
Securities offered through IFP Securities, LLC, d/b/a Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through
IFP Advisors, LLC, d/b/a Independent Financial Partners (IFP), a registered investment advisor. IFP and DEW Financial Management Group are separate entities.
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