The professionals who work at Paul Williamson and Company have the knowledge and experience to help you pursue and achieve your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Paul Williamson, CFP®, RICP®, AIF®
Paul Williamson specializes in retirement income planning and investment management. With more than 22 years of experience helping to position and guide clients to the retirement they desire, Paul decided to partner with Commonwealth Financial Network® and start his own independent firm in 2009.
Paul graduated from Westfield State College, Westfield, Massachusetts, in 1991 with a bachelor's degree in business management. In June 1996, he earned a Certificate in Financial Planning from the College for Financial Planning in Denver, Colorado. In September 1996, he successfully completed the two-day exam to earn his CERTIFIED FINANCIAL PLANNER™ certification. In 2010, he earned the Accredited Investment Fiduciary® (AIF®) designation. In 2016, he earned the Retirement Income Certified Professional® (RICP® ) designation from the American College. He also holds FINRA Series 7 and 66 registrations as an investment adviser representative of Commonwealth Financial Network®, as well as an insurance license.
Paul Williamson, CFP®, RICP®, AIF® is proud to have been recognized as a Vista Club advisor for 2017—a distinction based on annual production that places him among the top 30 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Tim Haas, Wealth Advisor
Tim Haas specializes in investment management and retirement distribution strategies. With more than 38 years in the financial services industry, Tim prides himself on giving solid advice and exceptional service. He joined Paul Williamson and Company, Inc. in 2015.
During his many years in the business, Tim has advised various organizations on their financial needs including, municipalities, banks, and, for the last 25 years, individuals. Tim started his career at Merrill Lynch in New York in 1975, working in back-office operations for 4½ years and learning all aspects of brokerage operations. Tim was then promoted to the internal audit team and was named the error arbitrator for the entire firm in 1978. In 1979, Tim passed the Series 7 securities exam and began his career as a wealth advisor. From 1997 to 2009, he and Paul worked together as advisors at the same firm. He holds his Series 7, 63, and 65 securities registrations held through Commonwealth Financial Network®.
Donna M. Clark, CTFA
Donna M. Clark is a registered assistant with more than 17 years of experience in the insurance and financial services industry. She strives to provide clients with exceptional customer service and a professional experience.
In 2001, she obtained her FINRA Series 7 registration. In 2004, she earned the Certified Trust and Financial Assistant (CTFA) designation from the Institute of Certified Bankers. In 2006, she obtained her Financial Planning Certificate from Florida State University. She also holds an insurance license. She has worked with Paul Williamson for more than ten years.
Mary B. Williamson
Mary B. Williamson is the client relations manager and event coordinator for the company. She brings many skill sets as she was a registered respiratory therapist for nine years, became a full-time mother, and then started her own custom jewelry business. Her artistic talents can be seen throughout the office in the various color schemes and decorations. In addition to being the bookkeeper, she plans client events and works on various marketing projects.
Matt Hamilton, Wealth Management Assistant
Matt Hamilton joined Paul Williamson and Company as a trainee advisor in 2017. He is a graduate of Glasgow Caledonian University in Glasgow, Scotland and has completed his FINRA Series 7 securities registration, which he holds through Commonwealth Financial Network. Matt brings with him over 10 years of management and business development experience, as well as a wealth of experience in understanding and meeting customer needs.
Matt’s professional travels have taken him throughout Europe and the Caribbean, whether working for Marriott International or as a crew member on the mega-yacht Limitless. Now living in Florida with his wife, Emily, and son Jack, he enjoys coaching soccer and being active in a number of civic and professional organizations.