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Meredith Grace Phippen

Williams Financial, LLC

North Bennington, VT

CRD 7853740

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Employer firm

Williams Financial, LLC CRD 137038

$210M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Williams Financial, Llc

12 Main Street, North Bennington, VT 05257 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2024-02-27
  • VT RA
    APPROVED
    Since 2024-02-27

Branch Locations

12 Main Street, North Bennington, VT 05257 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Williams Financial. Llc Bennington VT 12/2019 Present
N/A Hoosick Falls NY 07/2019 12/2019
Renee J. Jacobs, Cpa Bennington VT 03/2017 04/2017
Evan Wilson Studios Hoosick Falls NY 05/2013 08/2019
Bennington Colllege Bennington VT 05/2019 07/2019
  • 12/2019 → Present
    Williams Financial. Llc
    Bennington, VT
  • 07/2019 → 12/2019
    N/A
    Hoosick Falls, NY
  • 03/2017 → 04/2017
    Renee J. Jacobs, Cpa
    Bennington, VT
  • 05/2013 → 08/2019
    Evan Wilson Studios
    Hoosick Falls, NY
  • 05/2019 → 07/2019
    Bennington Colllege
    Bennington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
Other Names
  • Meredith Grace Youngmann
  • Meredith Youngmann Phippen

View on SEC IAPD

Nearby Firms

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BENNINGTON FINANCIAL PLANNING GROUP

Nearby Investors

DARYL ANN SPIRKA
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI

Nearby Offices

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · BENNINGTON, VT
COMMONWEALTH FINANCIAL NETWORK · BENNINGTON, VT
BENNINGTON FINANCIAL PLANNING GROUP · BENNINGTON, VT

More in North Bennington, VT

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