For more than 25 years, Jon Williams has helped individuals and families navigate complex financial decisions with clarity and confidence.  As a Wealth Advisor with Wealth Partners Alliance / Tutelas Financial Management, he specializes in financial planning for families with children and adults with special needs, helping them protect loved ones while preserving family wealth and eligibility for essential publich benefits.

Jon's commitment to special needs planning is deeply personal.  He and his wife, Ann, are the proud parents of two daughters, Sarah, who has special needs, and Megan.  This firsthand experience provides Jon with a unique understanding of the financial, legal, and emotional decisions families face throughout every stage of life.  He works closely with clients to develop thoughtful, long-term strategies that provide lasting security for their loved ones whil helping reduce future financial and caregiving burdens on siblings and other family members.

In addition to his specialized planning expertise, Jon has extensive experience in investment and portfolio management, retirement planning, and estate planning coordination.  Prior to joining Wealth Partners Alliance, Jon managed the Frisco office of Wells Fargo Advisors and spent nine years with Fidelity Investments.  He earned a Bachelor of Business Administration in Finance fromthe University of Oklahoma and holds several designations from the College for Financial Planning.

Jon is a member of the Academy of Special Needs Planners and is committed to ongoing education in this highly specialized field.  As a fiduciary, he believes every family deserves objective, personalized guidance that reflects both their financial goals and the unique realities of caring for a loved one with special needs.

Outside of the office, Jon enjoys spending time with his family, smoking Texas-style barbecue, and cheering on the Oklahoma Sooners.  He and his family are active in their church and support several charitable organizations, including volunteering with the Miracle League of Frisco as a baseball coach.

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