Williams Financial Services Corporation

Kevin Q. Williams, MBA, CPA/PFS, CFP©, Principal
As owner and founder of Williams Financial Services Corporation (WFSC), Kevin Williams is a financial coach to successful business owners and families in the Baltimore-Washington region. Kevin has two decades of experience in public accounting and wealth management and is uniquely qualified to address a wide range of business and financial concerns.  He is committed to educating his clients and helping them gain a clear understanding of their total financial situation. Kevin was listed in the September issue of SmartCEO Magazine as one of the Top Certified Public Accountants in the Washington Region for 2011.

Kevin earned his undergraduate degree in Finance in 1984 and his MBA in Finance in 1986 from Oklahoma State University.  He has been granted the Certified Financial PlannerTM designation by the Specialist designation by the American Institute of Certified Public Accountants.  Kevin is a member of the AICPA, the Maryland Association of Certified Public Accountants (MACPA), and CPAConnect, one of the largest CPA networks in the U.S.  He also belongs to the Financial Planning Association and the Central Maryland Chapter of the Armed Forces Communications & Electronics Association.

Williams Financial Services Corporation is headquartered in Bowie, Maryland.  Kevin, his wife and their three sons live near Annapolis, Maryland.


Debbie Kelly, Operations Director
Debbie Kelly has been with the firm since 1993 and has 25 years of public accounting experience.   She provides both tax and financial solutions to a wide variety of individuals and businesses.  Clients enjoy working with Debbie, because she is efficient, professional and responsive, handling everything from compliance requirements to complex tax returns.  Prior to her career in public accounting, she served as an assistant manager at a local savings and loan. She also served as treasurer of a local church.  A resident of Chester, Maryland, Debbie holds a FINRA Series 7 License - General Securities Representative. 

 
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4000 Mitchellville Road, Suite, B226 Bowie, Maryland 20716 | p: 301.805.5538 | f: 301.805.0124 | info@kqwcpas.com
Securities & Investment Advisory Offered Through H. Beck, Inc., Member FINRA, SIPC | Williams Financial Services Corporation and H. Beck, Inc. are unaffiliated. H. Beck, Inc does not offer tax/accounting services. Williams Financial Services Corporation currently has individuals licensed to offer securities in the states of AZ, CA, CO, DC, FL, MD, NC, NY, PA, SC, and VA and insurance products in the states of AZ, FL, MD, PA, and VA.  This is not an offer to sell or solicit securities in any other state or jurisdiction.   However, if you reside in a state other than a state listed, please inform us.  Proper licensing must be obtained before advice is offered.
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