portrait of Tina D Williams

About Tina

I'm originally from New Castle, IN, and graduated from Blue River Valley Jr/Sr High School. After high school, I attended Anderson University. While trying to decide my major, I knew three things – I loved people, I loved numbers and I loved to help people. I just had to find a career where I could merge those three together.

After changing my major about six times, I graduated with a degree in accounting. I worked for a small family business for a year, then moved to a new position in downtown Indianapolis working for an insurance company in their retirement...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • LGBTQ+ Finances
  • Business Retirement Plans

Work History

  • Edward JonesAugust 2009 to Current

Education

  • Anderson UniversityBachelor of Arts

Team Members

  • Jan Kubelsky
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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