David Williams has devoted the last two years to consulting with small- to mid- sized businesses and their executives. He is also affiliated with Wealth Strategies Group, Inc. and is an Investment Advisory Associate with Wealth Strategies Advisory Group, Inc. Prior to establishing his business consultancy, Dave was Director of Financial Planning for Regions Morgan Keegan Trust.

Dave has over 25 years experience as a financial planner dealing primarily with small business owners. He has developed special expertise in advanced estate and charitable planning, community property and Napoleonic law, employer stock option planning, and qualified plans.

Dave has been a Certified Financial Planner^TM Practitioner since 1985. He is Past-President and Chairmen of the Financial Planning Association of the Mid-South. Dave is also the Permanent Sound Overseer for a volunteer organization that assists faith-based organizations by constructing their meeting halls at a greatly reduced cost on an accelerated schedule.