Edward Jones - Financial Advisor: Aubrey Williams, CFP®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Aubrey Williams is a Certified Financial Planner (CFP®) and financial advisor based in Bloomington, Indiana. She provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investment strategies. Aubrey believes in the importance of face-to-face conversations to understand her clients' unique financial goals. She serves individuals and families looking to build long-term wealth and achieve major life milestones.

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