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portrait of Aubrey Williams
FINANCIAL ADVISOR

Aubrey Williams

CFP®
5933 W State Rd 46, Bloomington, IN 47404opens in a new window
CallSend Me a Message

About Aubrey

As a second-generation Edward Jones financial advisor, I want to understand what is most important to you. Whether you’re planning for retirement, saving for your family's education or trying to protect the financial future of your loved ones, we can work together to help you achieve your goals and refocus your financial strategy.

My family roots in southern Indiana go back over 200 years, and I am proud to serve my fellow Hoosiers in our Bloomington and Ellettsville communities and beyond.

HOW WE WORK TOGETHER
My senior branch office administrator, Holly Bennett, and I enjoy building lasting relationships with our clients, from individuals...

Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • College Savings
  • Portfolio Reviews
  • Military Professionals & Veterans

Work History

  • Edward JonesFebruary 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Indiana Univ BloomingtonMBA (Masters of Bus Admin)
  • Indiana Univ BloomingtonMaster of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • History and Museums
  • Genealogy

Team Members

  • Holly Bennett
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(812) 876-3132

Fax

(888) 276-8097

Office Address

5933 W State Rd 46
Bloomington, IN 47404opens in a new window

Mailing address

P O Box 177
Ellettsville, IN 47429

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