Sean Williams is a wealth advisor at Sojourn Wealth Advisory in Timonium, Maryland. He has a bachelor’s degree in business administration from Townson University, and holds FINRA Series 6, 7, 63, and 65 licenses. Sean joined Cambridge in 2016, and serves on Cambridge’s New Century Council. He is dedicated to helping families make the most out of opportunities and resources to achieve their goals. In his free time, Sean enjoys traveling with his family, as well as watching documentaries, reading books, collecting paisley ties, and drinking coffee.
Soujourn Wealth Advisory is located in Timonium, Maryland, where Sean specializes in financial planning, retirement and income planning, charitable and philanthropic giving, education savings, estate planning, and more. Sean approaches financial planning with his clients through an embark, explore, and discover approach to provide perspective and context for daily decisions that can lead to an exceptional life. https://sojournwealth.com/
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.