Williams Financial Welcomes Michelle Metcalfe as Office Manager & CSA

November 9, 2022 (Bennington, VT) – Williams Financial, LLC, is pleased to announce that Michelle Metcalfe has joined the firm as office manager and client service associate. Michelle acts as the first point of contact for clients working with Williams Financial while additionally managing all administrative tasks for the Bennington office.

As a Bennington, VT native, Michelle has been an active member of the community for years. Michelle brings over 25 years of office management and client service experience from her time as office coordinator at Shaftsbury Medical Associates.

“We are thrilled to welcome Michelle to our Bennington office,” said James J. Williams, CFP®, CEO & founder of Williams Financial.  “Her expertise managing a busy medical office is invaluable to us as we continue to grow and service clients from around the region.  Most importantly, her warm personality and caring nature are a great fit for our team and our clients.”

Williams Financial, LLC, is a fee-only, SEC-registered investment advisory firm. The firm provides integrated wealth management services to retirees around the country.  Office locations include Bennington, VT; Leominster, MA; and Saratoga Springs, NY.

To learn more about Michelle or Williams Financial, please visit our website www.williamsfinancial.net or contact our office at 866-986-4469.