Broker Check
Lynn C. Williams, Esq., CFP ®

Lynn C. Williams, Esq., CFP ®

Owner, Investment Advisor Representative, Tax Practitioner, Attorney, Registered Principal

Connect with Lynn: LinkedIn.

Lynn joined her father, Robert C. Williams (retired, July 2016), beginning her career in financial and tax services at Williams Capital Corporation in 1989. Lynn has supervisory and compliance oversight for all investment activities at the firm. Coordinating employee benefits with financial goals and tax planning allows her to maximize all advantages to her clients benefit. She considers herself a financial strategist.

Lynn earned her A.S. in Math/Science from Corning Community College in 1987 and her B.S. degree in Industrial and Labor Relations from Cornell University in 1989. She went on to earn her J.D. from Syracuse University in 2001 and in 2002 became licensed to practice law in NY. In 2003, she earned the Certified Financial Planner (CFP) designation. Lynn holds FINRA Series 7 (General Securities), Series 24 (General Securities Principal) & Series 63 (Uniform Securities State Law) licenses and is registered to offer securities products in NY, PA, AZ, CT, FL, IL, KY, MA, ME, NC, NJ, GA, MD, OH, OK, SC, SD, VA, WA, and WI. She is a licensed insurance agent for Life, Disability & Long-Term Care insurances in NY and PA. Lynn also holds a medallion signature guarantee stamp.

A graduate of Southside High School (now Elmira High School) in 1985, she resides in Lowman NY with her husband Eric and children, Riley and Ryan. In her free time, she enjoys going to the gym daily, face painting at festivals and community events, reading, camping and cycling.