portrait of Kassandra M Williams

About Kassandra

As a financial advisor with Edward Jones, my primary role is to build lasting relationships with clients by understanding what's important to them and their family. I believe that, if I understand what's important to you, use an established process to build strategies for your financial goals and partner with you to stay on track, then we can be successful. I strive to work with people who look forward to our meetings because we connect as individuals, not only on a business level.

Few people are blessed to find their true calling in life; however, I feel I am one...

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

Work History

  • Edward JonesSeptember 2012 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of IdahoBachelor of Science

Personal Interests

  • Spending Time with Family
  • Hunting
  • Traveling
  • Crafts
  • Reading

Team Members

  • Kathleen Raw
    Sr. Branch Office Administrator
  • Tami Turley
    Sr. Branch Office Administrator
  • Jarron Bolt
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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