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Joe Williamson

Chief Executive Officer

Williamson Legacy Group

United States, Indiana, Indianapolis

About Me

Joe Williamson holds the Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations and has been in the financial services industry for 50 years including 37 years with Wells Fargo Advisors and its predecessors before going into private practice. He began his career with American United Life Insurance Company in 1971. He joined a predecessor of Wells Fargo Advisors in 1984 as a Financial Advisor where he received the Premier Advisor Award for many years. As a PIM Portfolio Manager, Joe developed his own stock investment strategies that he has trained members of his team in. Joe earned his Bachelor of Science in Accounting from Ball State University in 1970 an

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Profile Information

Chief Executive Officer

Williamson Legacy Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

Jul 31, 2024

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