Alan Williams

Alan Williams

Gestor de Cartera-Acciones en Accredited Investors, Inc. .

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Mr. W.
A.
Williams, CPA, is a Wealth Manager at Accredited Investors, Inc. A member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He serves as Treasurer on the Board of Directors for the Lakeville Rotary Club.
Through his prior experience as a tax accountant, Alan is a valued resource at the firm on the design of multifaceted tax-related plans.
He received his undergraduate degree from Iowa State University.
He is a Certified Financial Planner and holds Certified Public Accountant designation.

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Gestor de Cartera-Acciones 01/08/2009
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Formación de Alan Williams.

Iowa State University Undergraduate Degree

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