Kevin Williams

Kevin Williams has an extensive background in many aspects of Synergy’s services, including: real estate purchase and investment, portfolio management, estate planning, insurance strategies, and offers specialized expertise in the development of comprehensive financial plans. 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 Asset Management.