Courtney Lewis-Williams, MBA

Courtney Lewis-Williams, MBA

Financial Advisor

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Phone: (713) 561-8157
Fax: (713) 621 - 5327
E-mail:
 

Courtney Lewis-Williams, joined Wealth Development Strategies,LLC with over 17 years of experience in the Banking and Financial Services industry.  She began her career in Retail Banking in 1999, transferred to Business Banking in 2005, then to Fixed Income Sales & Trading in 2006, and then to Wealth Management in 2010. She focuses her practice on providing financial solutions to physicians, small business owners, and retirees.  She understands there are a number of different areas to consider when helping her clients prepare for their future financial freedom; therefore, she starts by identifying and prioritizing their financial goals.  She specializes in areas that concern her clients the most, such as: budgeting, wealth management, risk management, asset allocation, financial analysis, retirement planning, estate planning, business succession planning, employee benefits, education funding strategies, charitable giving strategies, pension payout alternatives, insurance, investments, and more. 

Ms. Lewis-Williams is FINRA Series 7, Series 63, and Series 66 registered to offer securities products in Texas, a General Lines Agent licensed to sell Life, Accident, Health, and HMO insurance in Texas, and an Investment Advisor Representative (IAR) registered to offer fee-based financial planning in Texas. Always looking for ways to enhance her career and industry knowledge, Courtney is currently pursuing a Certified Financial Planner (CFP®) professional designation.

Ms. Lewis-Williams earned her B.B.A from the University of Houston – Downtown with a major in General Business and a minor in International Business.  She also earned her MBA from the University of Phoenix with a concentration in Global Management.

Ms. Lewis-Williams is the 2016 – 2018 Secretary Board Member for a Ski Club here in Houston. She is also a native Houstonian. In her spare time, she enjoys spending it with family and friends, traveling, snowboarding, zip lining, hiking, camping, fishing, wine tasting, and cooking.