Deborah Williams is an experienced advisor with a distinctive ability to identify the financial solution that best fits each client’s need. She started her career in the financial services industry in 1994 after graduating from the University of Maryland. She then worked with Ferris, Baker Watts, Inc. and Legg Mason/Smith Barney before joining Puckett & Sturgill. As a Certified Financial Planner™ (CFP®) practitioner through the Certified Financial Planner Board of Standards since 2002, Deborah takes pride in providing a comprehensive planning approach, and believes it is vital to providing financial advice.
Deborah is also an Authorized Insurance Producer with the Maryland Health Benefit Exchange (MBHE). As trained and licensed professionals, insurance producers with the MBHE are the only consumer assistance workers who are qualified to advise their clients on enrolling in a plan that is best suited to their needs.
Deborah has worked in Carroll County since 1994 and has called it home since 1999. She believes in giving back to the community and has volunteered her time for various organizations such as The Academy of Finance, RCIS, Adopt a Homeless Animal, and Seniors Keep in Touch.