Our Family of Companies
western & southern financial group logo
western & southern life logo
columbus life logo
eagle realty group logo
Fabric by Gerber Life
fort washington logo
gerber life logo
integrity life logo
lafayette life logo
national integrity life logo
touchstone investments logo
w&s financial group distributors logo
Shawn Williams

Shawn Williams

staff manager financial advisor & registered representative
Military Friendly Employer Logo

About Me

My Mission

I strive to create peace of mind by designing personalized solutions to help my customers achieve their financial goals.

My Background

I specialize in helping individuals like you with planning for retirement.

I am married and have one child, so I understand the need for income protection and planning.

I can offer you a wide variety of financial solutions to address your current needs.

I am a 1994 graduate of the University of North Carolina - Chapel Hill.

Learn More

Please contact me today to learn more about our products and services, request a quote, or schedule a financial needs analysis - all at no cost or obligation to you. I look forward to working with you.

Financial Solutions

  • Life Insurance
  • Investment Advisory Services
  • Accidental Death Insurance
  • Annuities
  • 529 College Savings Plan
  • Critical Illness Insurance
  • Disability Income Insurance
  • Group Major Medical
  • Individual Retirement Accounts (IRAs)
  • Long-Term Care Insurance
  • Medicare Supplement Insurance
  • Mutual Funds
  • Retirement Planning
  • Small Business Solutions
  • Supplemental Health Insurance
Direct
919-674-0772
Office
844-718-7613

Ext. 32507

Location
GREATER RALEIGH AGENCY, NC.
1001 WINSTEAD DR STE 385
CARY, NC 27513-2117
Directions
Recommend Us
If you have experience with your own financial planning, then you know the value of working with a professional
Brokercheck Logo

Learn About Life Insurance

IMPORTANT DISCLOSURES
Securities offered by Registered Representatives through W&S Brokerage Services, Inc. (W&SBS), member FINRA / SIPC. Advisory services offered by Financial Advisors through W&SBS, a registered investment adviser. All companies are members of Western & Southern Financial Group.

Not all Agents are registered to sell securities or offer advisory services. If you have a particular investment need and your Agent is not licensed/registered for the representation or sale of investment products or advisory services, please ask to speak to an Agent who is actively and appropriately registered with W&S Brokerage Services, Inc.

¹Western & Southern Agency, Inc. is a member of Western & Southern Financial Group (Western & Southern). Some products available are issued by third party insurance companies, which are not affiliated with any Western & Southern member company. Western & Southern Agency, Inc. is the distributor. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company. In the State of California, Western & Southern Agency, Inc. is known as and does business as Western-Southern Insurance Agency.

Western & Southern and its affiliates do not provide legal or tax advice. Always consult an attorney or tax advisor regarding your specific legal or tax situation.