Jason Williams is a Principal, Senior Client Advisor at SBSB Financial Advisors. Jason provides investment, financial, tax, and estate planning advisory services to his clients. He joined the firm in 2004 and has more than 20 years of diverse experience within the wealth management industry. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant (CPA), is accredited as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants and holds the ACCREDITED ESTATE PLANNER® designation.