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Chandress Williams

CPWA®

Member, NextGen Advisory Task Force

Chandress Williams, as a Certified Private Wealth Advisor® (CPWA®), is an associate financial advisor and business advisor who believes her true calling is advocacy and service. She entered the wealth management industry after completing her Master of Science in Personal Financial Planning from Texas Tech University in 2013. Her desire to serve those who are often left out of the wealth conversation acted as the driving force behind her choice to become an advisor. With a mix of expertise in wealth management, financial planning, and business management, her mission is to help others achieve financial independence and create generational wealth while doing work she is passionate about. Her areas of interest are business ownership and succession, financial literacy, philanthropy, and advanced estate planning.

In 2017, she started her own consulting business, 9INE Management, that helps small businesses and entrepreneurs as they work to build and create their businesses and brands. It is through this work she has been able to learn and develop her skill set in social media marketing and operational support.

She is currently pursuing her Chartered Financial Consultant® (ChFC®) certification through The American College of Financial Services. She obtained a dual master's degree from Temple University in Master of Business Administration and Innovation Management and Entrepreneurship. She also holds a Bachelor of Science in Sports Management from the University of Texas at Austin.

She is a native of Texas and currently resides in the DMV. In her personal time, she enjoys traveling, wellness, reading, and creating memories with her loved ones.

Wealth Management

Financial Planning

Business Management

Chandress Williams, as a Certified Private Wealth Advisor® (CPWA®), is an associate financial advisor and business advisor who believes her true calling is advocacy and service. She entered the wealth management industry after completing her Master of Science in Personal Financial Planning from Texas Tech University in 2013. Her desire to serve those who are often left out of the wealth conversation acted as the driving force behind her choice to become an advisor. With a mix of expertise in wealth management, financial planning, and business management, her mission is to help others achieve financial independence and create generational wealth while doing work she is passionate about. Her areas of interest are business ownership and succession, financial literacy, philanthropy, and advanced estate planning.

In 2017, she started her own consulting business, 9INE Management, that helps small businesses and entrepreneurs as they work to build and create their businesses and brands. It is through this work she has been able to learn and develop her skill set in social media marketing and operational support.

She is currently pursuing her Chartered Financial Consultant® (ChFC®) certification through The American College of Financial Services. She obtained a dual master's degree from Temple University in Master of Business Administration and Innovation Management and Entrepreneurship. She also holds a Bachelor of Science in Sports Management from the University of Texas at Austin.

She is a native of Texas and currently resides in the DMV. In her personal time, she enjoys traveling, wellness, reading, and creating memories with her loved ones.

Wealth Management

Financial Planning

Business Management