Cory Williams, CFP®, RFC, CLTC

Cory Williams, CFP®, RFC, CLTC

Financial Advisor

Phone: 410.561.6744 x 125
Fax: 410.823.4144
Mobile Phone: 410.908.3549
E-mail:

Cory specializes in comprehensive financial planning and investment advisory services for the business, professional, personal and family markets. His practice services clients with fee-based asset management, financial planning needs, insurance protection products and specialized association and employer products. A 12 year veteran of the industry, Cory spent a short time with New England Securities before transferring his business to John Hancock where he has been for the last 11 years. Cory currently carries the following securities licenses: Series 7, 6, 65 and 63 and is insurance licensed. He currently is licensed and works with clients in over 20 states and the District of Columbia.

Cory is an Investment Advisor Representative with Signator Investors, Inc. of Boston, MA. He holds the Certified Financial Planner™ designation awarded by the Certified Financial Planner Board of Standards, is a Registered Financial Consultant and is Certified in Long-Term Care. Cory is an Associate Program Coordinator for the Institute for Financial Planning with The Community Colleges of Baltimore County. He is also a part-time faculty member of Essex Community College in Baltimore, MD, where he teaches Business Management, Business Law and Financial Planning courses. Cory is a member of the International Association of Registered Financial Consultants and is also a graduate of the Corporation for Long-Term Care Certification.
 
Cory was born and raised in the West, and after graduating from Brigham Young University with a BS in Finance, he and his family relocated to the greater northern Baltimore area of Maryland. Cory and his wife Beth now live in Monkton, Maryland with their four children.   As a family they love to travel, play sports and visit the beach. Cory enjoys spending his free time volunteering as a coach for his children and playing golf.