Audrey Williamson, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Divorce Finances
  • Insurance & Annuities
  • Retirement Savings Strategies

About Audrey

I began working in the financial services industry in 2007. Previously, I had limited knowledge of investing, how to prepare for retirement and the importance of setting up tax efficient strategies for retirement. I developed an affinity for helping investors take the confusion out of retirement planning. I now focus my time and energy partnering with high net worth individuals, families and businesses to understand their financial goals and custom tailor strategies to help them achieve their goals.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current...

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Calvin UniversityBachelor of Arts

Personal Interests

  • Animal Rescue
  • Active Lifestyle
  • Art & Theater
  • Personal Fitness
  • Volunteering

Team Members

  • Tracey Gohn
    Sr. Branch Office Administrator

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More