Alan Williams

Alan Williams

Portfolio Manager-Equities at Accredited Investors, Inc.

Finance
Consumer Services

Profile

Mr. W.
A.
Williams, CPA, is a Wealth Manager at Accredited Investors, Inc. A member of Accredited’s Wealth Management group, he is responsible for developing and directing client planning strategies.
He serves as Treasurer on the Board of Directors for the Lakeville Rotary Club.
Through his prior experience as a tax accountant, Alan is a valued resource at the firm on the design of multifaceted tax-related plans.
He received his undergraduate degree from Iowa State University.
He is a Certified Financial Planner and holds Certified Public Accountant designation.

Alan Williams active positions

CompaniesPositionStart
Portfolio Manager-Equities 2009-07-31
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Training of Alan Williams

Iowa State University Undergraduate Degree

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