Carolyn S. Williams, CFP(R)

Carolyn is a licensed life insurance agent, a Registered Representative with Cambridge Investment Research, Inc. (CIR) and an Investment Advisor Representative with Cambridge Investment Research Advisory, Inc. (CIRA). CIR is a full service broker/dealer and CIRA is a registered investment advisory firm, providing financial planning, investment advice and brokerage services. Carolyn has many years of experience in banking where she managed a Financial Management Center, served as Investment Officer, and a member of the Trust committee. After completing Series 7, 24, 63 and 65 Securities licenses, Carolyn focused on assisting clients with financial planning and investment portfolio management. Carolyn is dedicated to preparing clients for the most important events in their lives such as retirement, education, estate transfers and other major financial goals. Anchored by her faith and the values that she is committed to, Carolyn places emphasis on building trust and long term relationships.

Carolyn holds the distinguished CERTIFIED FINANCIAL PLANNER™ certification which was completed through the University of North Texas. Carolyn resides in North Dallas and is a member of the Financial Services Institute and has been affiliated with The Estate Planning Council of North Texas.

Check out my background on FINRA's BrokerCheck.