Broker Check
  • 2997 Shelburne Road
  • Shelburne, VT 05482
  • Office: 802.985.8808
  • Fax: 802.985.8850

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Antoine T. Williams, AAMS, CDFA

Wealth Manager, Financial Planner

802-985-8808

802-985-8850

I grew up in New York City. In 1988, I graduated from the prestigious Bronx High School of Science. In 1992, I graduated from the University of Vermont with a Bachelor’s of Science in Business Administration with a major in Finance.

Read more

Tina M. Lagrow

Client Service Associate

802-985-8808

802-985-8850

Tina M. Lagrow resides in St. Albans, Vermont with her husband Todd and their two sons, William and Jonathan.

Read more