Thomas Williams

thomas-williams (3)

As a member of McAdam’s RIA Operations team for over four years, Tom Williams has carved out a role in daily trading operations and advisor outreach. As an RIA Operations Specialist, Tom’s work covers routine trading of the firms Strategic Diversification Services (SDS) portfolios and Custom Indexing portfolios, account enrollments, proposal generation, and custodial support.

Tom joined McAdam in 2020, acquiring his Series 65 securities license, and earned his Bachelor of Business Administration in Finance from Temple University. A local to Philadelphia, he has a passion for sports, fitness, and animals.

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