Forde McWilliams, CFP<sup>®</sup>

Forde McWilliams, CFP®

Associate

Visit my web site!

Phone: (713)561-8160
Fax: (713) 621-5327
E-mail:
 

Forde D. McWilliams, CFP® has been part of the financial services industry since 1983.  He specializes in working with individuals, small businesses and non-profits, helping them in areas such as budgeting, wealth accumulation, business planning, retirement planning, estate planning, college funding, executive compensation, insurance, charitable giving, investments* and more.

A highly active participant in the industry, Mr. McWilliams holds his Series 6, 7, 63, 65 and 24 licenses as well as Texas General Lines Life, Health, HMO and Variable Contracts Licenses.  Always interested in expanding his skills and knowledge, he earned Certified Financial Planner™ designation in 2005 and he is registered as an Investment Advisor Representative of HTK.

Mr. McWilliams contributions to his community have included membership in the Houston Citizens Chamber of Commerce, the Ensemble Theatre Guild, and the Houston Area Urban League Guild and as an advocate for the Houston Museum of African American Culture.  He is a proud member of Alpha Phi Alpha Fraternity, Inc and Boynton Chapel United Methodist Church, where he chairs the church’s stewardship committee.

Mr. McWilliams graduated from Texas Southern University with a Bachelor Business Administration Degree in Management and Finance in 1972.  He began his career as a securities broker and later spent fourteen years as an institutional fixed income specialist working as vice-president with a regional trading desk.  In addition, he received his Certified Financial Planning™ training at Southern Methodist University in 2004.

Mr. McWilliams is an avid cyclist and enjoys many forms of exercise, reading, cooking and travel. 

 

 

1729077RM-Apr19