Lisa Christine Williams

About Lisa Christine Williams

Ms. Williams seeks to assist families throughout every stage of life.  She serves families in the areas of Adoption, Estate Planning, Business Planning, Guardianship and Probate.  Ms. Williams has had a long career in financial and estate planning, serving high net worth clients, business owners, and athletes, initially from a wealth management perspective and currently from a legal perspective.

  After starting her career in accounting and finance, Ms. Williams worked as a Director for a large financial services firm and obtained her Certified Financial Planner™ Certification.  Ms. Williams went on to open her own financial planning firm and serve as an Adjunct Faculty member for DePaul University, developing and teaching curriculum for ten years in the areas of estate planning, financial planning, and insurance.

Contact Lisa Christine Williams

(239) 260 4163 1122 13th St N, Naples, FL 34102

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