David Williams consults with businesses and their executives through his firm, Business Enhancement Associates, LLC, and has done so since 2003. He helps business owners and corporations grow, protect, and transfer wealth. Dave is also an Investment Advisory Representative with Advantage Investment Management, Inc. Prior to establishing his business consultancy, he was Director of Financial Planning for Regions Morgan Keegan Trust.
Dave has been a financial planner since 1981 dealing primarily with business owners. He has developed special expertise in advanced estate and charitable planning, employer stock option planning, and qualified plans.
Dave has been a Certified Financial Planner
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