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Janice P. Williams, CFA, CPFA

Janice P. Williams, CFA, CPFA

Investment Analyst & Registered Assistant

Janice Powers Williams graduated with a BS, Magna Cum Laude from Utica College of Syracuse University and immediately went to work in the financial services industry. Janice is a Chartered Financial Analyst Charter Holder and Certified Plan Fiduciary Advisor. She holds FINRA Series 6, 7, 24, 53, 63, 65 licenses. 

For most of her career Janice has worked in investment research and portfolio management. She also has a strong background in regulatory compliance and financial office operations. 

Janice uses her experience to help support the financial professionals in the office.  Along with her knowledge and experience, Janice also brings a strong commitment to our community and the competitive spirit of a life- long athlete. Janice and her husband Mark are both avid cyclists. She has competed in numerous cycling events, winning medals at both the state and national level.  When she's not riding her bike, you can find her running, or at the gym.