Cell Phone 813.367.3720

Email dwilliams@primefinancial.com

Location Tampa (FL)

Specialty Individual Wealth Management, Retirement Plan Consulting, Financial Wellness

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Don Williams

FINANCIAL ADVISOR|SENIOR VICE PRESIDENT

Don Williams has been helping investors reach their goals for over 30 years. His career path has helped build the foundation today for serving his clients as Senior Vice President at Prime Capital Financial. Don started his career at IDS Financial (now Ameriprise) where he learned everything from the importance of a financial plan to the investing process. He believes you can't invest money successfully until you know what role your savings will play in achieving your goals.

Don then spent a decade at Charles Schwab, working in various roles from trading to conducting seminars on technical analysis and retirement planning. He developed the tools necessary in delivering a unique financial advisory experience to individual clients. Here he learned that in order to be a successful financial advisor, you must understand the complexities of the economy and markets while making it easily understandable for clients.

In 2006, Don combined his experiences and opened the Tampa offices of The Mutual Fund Store (now Edelman Financial Engines). He built the practice from the ground up to 400+ clients with over $100 million of assets under management in a few short years. In 2019, Don left Edelman Financial Engines and became an independent investment advisor representative with Prime Capital Financial where he serves his clients today.

A graduate of Washington & Jefferson College, Don currently holds the FINRA Registered Investment Adviser Representative registration and has obtained the CMFC® (Chartered Mutual Fund Counselor) and CRPC® (Chartered Retirement Planning Counselor) designations from the College for Financial Planning. He lives in Tampa, Florida with his wife Kristin, where he enjoys boating, tennis and golf.

Learn more about Don and his practice.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

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Ph: 800-493-6226

Fax: 913-491-3214

contact@primefinancial.com

6201 College Boulevard, Suite #150
Overland Park, KS 66211

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© 2024. Prime Capital Financial. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated., and any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. PCIA and PCS are separate entities and are not affiliated. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck. PCIA and Private Client Services do not offer tax or legal advice, and information presented here should not be construed as such. Always consult a tax or legal professional regarding your specific situation.

1. Barron’s Top 100 RIA Firm 2024 award was received in September 2024 for the 2023-2024 year timeframe from Barron’s and no compensation was involved. 2. KCBJ Fee Based Investment Advisors 2024 award was received September 2024 for the 2023 year by Kansas City Business Journal and no compensation was involved. 3. KCBJ Fee Based Investment Advisors 2023 award was received September 2023 for the 2022 year by Kansas City Business Journal and no compensation was involved. 4. Barron’s Top 100 RIA Firm 2023 award was received in September 2023 for the 2022-2023 year timeframe from Barron’s and no compensation was involved. 5. KCBJ Fee Based Investment Advisors 2022 award was received September 2022 for the 2021 year by Kansas City Business Journal and no compensation was involved. 6. Barron’s Top 100 RIA Firm 2022 award was received in September 2022 for the 2021-2022 year timeframe from Barron’s and no compensation was involved.