George Williams, AIF®
Vice President
George is an Advisor who focuses on retirement plan advisory, partnering with plan sponsors and committees to support their fiduciary and investment decision making. He brings extensive retirement plan experience, having previously served as a Retirement Plan Regional Vice President with Nationwide Investment Services Corporation. George holds the Accredited Investment Fiduciary (AIF) designation, which reflects specialized knowledge of fiduciary standards of care and their application to the investment management process. He earned a Bachelor of Science in Marketing from Texas Christian University. George joined the firm in 2024.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
