Tom Williams is Private Wealth Advisor and Managing Partner of ChartHouse Capital LLC. Prior to founding ChartHouse, he was an Assistant Vice President and Senior Financial Advisor at Merrill Lynch for 13 years.
Tom graduated from Duke University in 1994, with majors in Economics, English, and a certificate in Management Sciences. He maintains his ties to Duke as an Alumni Interviewer, covering applicants on Boston's south shore.
Tom is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Retirement Planning Counselor ®. CRPC conferred by the college of financial planning. He holds the Series 7 and 63 registrations with LPL Financial, Series 65 with Flagship Harbor Advisors, as well as the Massachusetts State Life and Health Insurance Producer licenses.
Tom and his wife Brie live on Main St in Hingham, MA, where they spend the majority of their time restoring a historical property. He is a competitive sailor, an avid reader, and an active writer.