Kevin R. Williams of Kevin R. Williams Financial is part of this year's WP Top 50 Advisors.
43 Kevin R. Williams
Kevin R. Williams Financial
Services
Sun Life Financial
Moncton, NB
AUM GROWTH: $25,000,000
AUM PER CLIENT: $100,000
REVENUE PER CLIENT: $1,067
CLIENTS AT END OCT 2015: 750
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 50
Kevin Williams specializes in the family and small business markets. Last year, he had $75 million AUM, with an average of $100,000 AUM per client. Williams is an Advocis guest speaker at two different regional schools. He’s also involved in his local community and volunteers by sitting on the board for the United Way of Southeastern New Brunswick.
Kevin R. Williams Financial
Services
Sun Life Financial
Moncton, NB
AUM GROWTH: $25,000,000
AUM PER CLIENT: $100,000
REVENUE PER CLIENT: $1,067
CLIENTS AT END OCT 2015: 750
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 50
Kevin Williams specializes in the family and small business markets. Last year, he had $75 million AUM, with an average of $100,000 AUM per client. Williams is an Advocis guest speaker at two different regional schools. He’s also involved in his local community and volunteers by sitting on the board for the United Way of Southeastern New Brunswick.
