Bob Williams of Williams Wealth Management, Featured Panel Speaker at Orion Ascent Conference in San Diego, CA

Cary, NC, July 24, 2025 --(PR.com)-- Bob Williams, a fiduciary wealth manager and President of Williams Wealth Management in Cary, NC, was honored to serve as a featured panelist at the 2024 Orion Ascent Conference, held on March 13 in San Diego, California. Bob brought his decades of investment and financial planning experiences to help industry advisors during the panel discussion titled, “Navigating Investment Excellence: How to Build Better Portfolios with Advisor Portal.”

The Orion Ascent Conference drew over 1,500 financial professionals from across the country, many seeking insights on innovation, investment portfolio optimization, and the future of wealth management. This panel focused on advanced strategies in portfolio construction, model-driven allocations, due diligence tools, and portfolio management within Orion’s Advisor Portal.

“I am honored to have been a featured speaker on navigating investment excellence at this San Diego conference,” Williams said. “With over 1,500 participants from across the country, it was wonderful time spent helping, and collaborating, with some of the best in this industry. And the cycling around San Diego was pretty great too!” - Bob Williams (Holding microphone)

As a financial planner and Certified Financial Fiduciary® (CFF), Bob Williams is committed to helping clients purposefully work towards their individual financial goals. Bob strives to offer highly personalized service and provide custom solutions, fostering long-term client relationships, and helping families daily. Clients benefit from a customized, coordinated approach combining retirement planning, investment management, and ongoing risk mitigation.

If you are seeking a fiduciary asset manager in the Raleigh, Durham, Chapel Hill, Apex, Holly Springs, Cary, and surrounding Triangle Area, don’t hesitate to reach out to them at: https://www.wmswlth.com/contact-us

About Williams Wealth Management:
Williams Wealth Management is an independent financial advisory firm based in Cary, North Carolina. Led by Certified Financial Fiduciary® Bob Williams, the firm offers client families a wide range of custom services, including financial planning, insurance analysis, investment management, and retirement income strategies. With integrity, independence, and commitment to fiduciary standards, Williams Wealth Management is here to help empower you to move purposefully towards the goals you envision.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

Williams Wealth Management is located at 2500 Regency Parkway, Cary, NC 27518.