Registered Financial Advisor
hi@georgealanwilliams.com
+1 (601) 427-8985
Based in New York, NY
© 2025 George Alan Williams. All Rights Reserved
Contact MeWelcome
I'm George Alan Williams, Licensed Investment Professional
I create and manage investment portfolios for clients with experience in the financial industry. Currently registered with Morgan Stanley in New York.
6+
Years of
Experience
3
Professional
Licenses
About
Professional Financial Advisor
I'm George Alan Williams, a registered financial advisor with Morgan Stanley in New York. I'm dedicated to helping individuals and businesses achieve their financial goals through personalized strategies. My professional experience includes positions at JPMorgan Chase & Co., Royal Alliance Associates, and Neuberger Berman, LLC.
I hold multiple securities licenses including Series 7, Series 63, and Series 66, allowing me to provide comprehensive financial services tailored to your specific needs. My professional approach ensures each client receives personalized advice and support. Let me help you navigate your financial journey with confidence.
3
Financial
Registrations
6+
Years of
Experience
NY
Based in
New York
View my full professional background, credentials, and regulatory information as verified by FINRA BrokerCheck.
Experience
Work Experience
Financial Advisor
Morgan Stanley
New York, NY
Financial Advisor
JPMorgan Chase & Co.
New York, NY
Financial Advisor
Royal Alliance Associates, Inc.
New York, NY
Registered Representative
Neuberger Berman, LLC
New York, NY
Services
My Services
Wealth Management
Comprehensive wealth management services including investment planning, retirement planning, and strategies to help preserve and grow your assets over time.
Investment Planning
Personalized investment strategies designed to align with your financial goals, risk tolerance, and time horizon through diversified portfolio management.
Retirement Planning
Specialized guidance to help you prepare for retirement through strategic planning, income projections, and retirement account management.
Estate Planning
Strategies to help protect and transfer your wealth according to your wishes while potentially minimizing taxes and other expenses.
Stock Trading
Explore opportunities in the dynamic world of stock trading. I analyze market trends, track performance, and make informed decisions to build long-term value and strategic growth.
qualifications
My Qualifications
Series 7
General Securities Representative
Examination Passed
Series 66
Uniform Combined State Law Examination
Examination Passed
Series 63
Uniform Securities Agent State Law Examination
Examination Passed
Series 65
Uniform Investment Adviser Law Examination
Examination Passed
portfolio
Investment Portfolios
testimonial
Client Testimonials
Michael R.
Business Owner
"Working with George has been instrumental in developing my retirement strategy. His thoughtful approach to financial planning has given me confidence in my investment choices and helped me map out a clear path to achieve my long-term financial goals."
Jennifer M.
Healthcare Professional
"George has been my financial advisor for over three years. During that time, he has consistently provided me with sound financial advice and personalized service. I appreciate his dedication to understanding my specific needs and his commitment to helping me work toward my financial objectives."
David C.
Retired Professional
"As I approached retirement, I needed guidance on transitioning from accumulating assets to creating a sustainable income stream. George's expertise in retirement planning has been invaluable. He helped me develop a comprehensive strategy that addresses my income needs, tax considerations, and estate planning concerns."
contact
Contact Me
If you have any questions or would like to discuss how I can help you with your financial goals, please don't hesitate to get in touch.
Disclaimer: George Alan Williams is currently registered with Morgan Stanley (CRD# 5143435). Information presented on this website is for informational purposes only and does not constitute a recommendation or solicitation to buy or sell any securities or investment products. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.
Morgan Stanley Smith Barney LLC. Member SIPC. George Alan Williams may only transact business in states where he is registered or excluded or exempted from registration.