Jared Williams, MT, CFP®

Director of Advisory Services

As Director of Advisory Services, Jared brings over 20 years of experience working in the industry as a financial advisor. After selling his practice, he joined Trek and has shifted his focus from working with advisory clients to supporting our advisors and their businesses. Through his extensive experience he has developed invaluable knowledge of the various components of the wealth management ecosystem, working closely with our advisory teams, along with our internal teams, to continue our goal of enhancing the Trek offering for everyone. 

When did you join Trek and what do you love about being at Base Camp?

I joined Trek as an advisor back in 2002. After working as an intern, paraplanner, junior partner, advisor, and a Partner at a Multi-Family Office, I’ve made my way back to Trek to head up Advisory Services. I love working with this team (again) because it’s a highly collaborative environment that is constantly pushing to do better and do more.

What does “improving quality for advisors and their teams,” mean to you?

Advisors shouldn’t have to figure out the best ways to scale their businesses alone. As an advisor who knows the value of support and resources, Trek is that way! We help advisors with scale and ways to efficiently grow their businesses – because the majority of an advisor’s time should be spent with their clients, not back-office management.

What keeps you busy when you aren’t at work?

When I’m not at work, you’ll find me with my family of kids… and more kids! (8 to be exact!)