Linscomb & Williams Expands to Birmingham, Alabama & Welcomes a New Professional to Its Wealth Management Team
Houston, TX, and Birmingham, AL—April 22, 2013—Linscomb & Williams, a fee-only financial advisory firm established in 1971, is pleased to announce that it is opening an office in Birmingham, Alabama. The office will be led by Sheri Robinson, previously a Wealth Strategist for one of Birmingham’s large wealth management providers. Sheri will provide wealth management strategies including comprehensive financial planning and investment management.
“Opening an office in Birmingham is a natural evolution given the commitment of our parent company, Cadence Bank, in the area. This move complements our mission to serve clients as a wealth manager and fiduciary. We are excited by the opportunities that it represents,” said CEO, J. Harold Williams.
Into the Future: How to secure your financial future while transitioning out of ownership
For business owners and entrepreneurs, wealth mangagment, and planning is not a project, it is a process. “It’s something you never complete; it’s ongoing in nature,” says J. Harold Williams, CPA/PFS, CFP, President and CEO, Linscomb & Williams, an affiliate of Cadence Bank.
He says that too many people approach wealth management erroneously, thinking, “I’ll get a financial plan done and check that off my list.” However, financial planning is much like designing a blue print for a house, building it and maintaining it – a process that never ends.
Trustworthiness, Holistic Advice led to 40 Years of Sucess for Linscomb & Williams
Whether the concern is retirement, taxes, estate planning or investing, hundreds of people trust and turn to Linscomb & Williams for wealth management. The Houston-based fiduciary takes care of roughly $2 billion in assets for more than a thousand clients worldwide. The company credits its business development success to a fixation on becoming a trusted source for clients.
In 1971, attourneys Dan Linscomb and George Williams started Linscomb & Williams after observing how practicing law had become more specialized while personal finance matters had become more complex. Linscomb’s idea was to create a “one-stop shopping place for financial advice” or wealth management firm, according to Harold Williams, President and CEO of the company.