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Veronica Williams
6 Years of Experience
Cutler Bay, FL
1 DisclosureBroker
Veronica Williams is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cutler Bay, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
Cutler Bay, FL
Get directionsHistory
Regulatory History (1)
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Financial
June 2017Final
Other Business Activities
Veronica works as a real estate agent, helping clients buy and sell properties since August 2024. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2026 - Present · 5 mos
Raymond James Financial Services, INC.
January 2026 - Present · 6 mos
Raymond James Financial Services, INC.Broker
January 2026 - Present · 6 mos
Previous Registrations
Raymond James & Associates, INC.Broker
June 2024 - December 2025 · 1 yr 6 mos
Raymond James & Associates, INC.
June 2024 - December 2025 · 1 yr 6 mos
Morgan Stanley
February 2020 - May 2024 · 4 yrs 3 mos
Morgan StanleyBroker
October 2019 - May 2024 · 4 yrs 7 mos
State Registrations1 state
FL
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.