WMS Advisors, LLC



Rockville, MD
11300 Rockville Pike, Suite 800
Rockville, MD 20852

Charlotte, NC
6135 Park South Drive
Charlotte, NC 28210


301-294-7804,Toll Free: 888-394-7804



Our Firm


WMS Advisors, LLC is the successor firm to Williams Associates which was founded in 1976 on a basic philosophy; our primary goal is to provide a level of financial services that addresses the immediate needs and concerns of our clients and also emphasizes future planning and new ideas.  The firm provides a broad spectrum of services in investment management, business and comprehensive financial planning for individuals and small businesses.

Professional membership affiliations include the AICPA  and Accreditation Council for Federation Taxation.

We also maintain a relationship with Loring Ward Financial, Inc. (Loring Ward), a well known portfolio management firm located in San Jose, California with $14 billion in assets under management.  Through our relationship with Loring Ward, we are able to provide our clients with institutional money management grounded in prudent, strategic approach called Asset Class Investing.

We take a very proactive role in advising our clients with a strong emphasis on investment and strategic financial planning.  We are committed to providing our clients with efficient, high quality services with an approach that is cost effective.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck