David M. Williams has over 30 years of experience providing comprehensive financial planning services to high net worth and ultra-high net worth clients. He currently serves as the Director of Planning Services at Wealth Strategies Group in Cordova, TN, where he develops financial plans, creates investment portfolios, and presents recommendations to clients. Previously, he founded and led Business Enhancement Associates, which provided interim CFO and strategic planning services to small businesses. He also held roles at Regions Morgan Keegan Trust Company and has a CFP certification.