Real Estate Broker | Registered Investment Advisor Representative
Kevin Williams has an extensive background in many aspects of Synergy’s services, including real estate purchase and investment, portfolio management, estate planning, and insurance strategies, and offers specialized expertise in the development of comprehensive financial plans.
Time-tested client solutions
The newest member of Synergy’s financial analysis and management team, Kevin has helped manage over $200 million in assets, including portfolios comprised of real estate, securities, hedge funds, and alternative investments. Kevin also has a talent for implementing business development strategies with the objective to expand growth, minimize costs, and accelerate profits. Because of his experience and proven abilities, Kevin is a formidable addition to Synergy. Kevin’s warm relationship style and generous capacity for offering astute advice will further facilitate the development of strong client relationships, a trait prized by Synergy Financial Management Advisors.
You can contact me at (425) 736-7768 or kevin@genncap.com to schedule a confidential consultation.
Remember, your financial success is our top priority, and we look forward to assisting you on your journey to a brighter financial future.
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