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portrait of Stephanie E Williams
FINANCIAL ADVISOR

Stephanie E Williams

CFP®, RLP®
280 NE 2nd Ave Unit A, Delray Beach, FL 33444opens in a new window
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About Stephanie

I’m proud to be a partner of Edward Jones and have been with the firm for over eight years. I enjoy working with families and individuals to help create a financial strategy geared toward their unique, long-term goals. Most of the families or individuals I enjoy working with are in/near retirement or successful young professionals.

Prior to Edward Jones, I served for over two years in financial planning roles. For a part of those two years, I had the opportunity to learn from Bentley University alumni in the industry, encompassing institutional investing as well as wealth management for individuals.

In 2012, I...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Work History

  • Edward JonesApril 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • RLP®

    Registered Life Planner®

Education

  • Bentley UniversityMaster of Science
  • Bentley UniversityBachelors

Team Members

  • Nancy Shultz
    Branch Office Administrator

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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 - 04:30PM
Sat Closed
Sun Closed

Phone

(561) 434-0389

Fax

(877) 487-5568

Office Address

280 NE 2nd Ave Unit A
Delray Beach, FL 33444opens in a new window

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