Abby Williams

Abby has worked in the financial services industry for nearly four years. She has previous experience as a Client Service Associate, Associate Wealth Advisor, and Financial Advisor Relationship Manager. She helped create a centralized operations team, ensuring a smooth and efficient client experience. As an Associate Advisor, Abby partnered with other advisors in rebalancing client portfolios and building financial plans. Abby knew she wanted to play a key role at a close-knit firm and has found that the core values of Stone Oak Wealth Management closely align with that of her own family.

Abby’s responsibilities include building financial plans, assisting other advisors, and joining client meetings. She opens accounts, moves money and trades as well. She is passionate about equipping everyone in her sphere with the information and actionable steps they need to realize their personal lifestyle and retirement goals.

A military brat for much of her life, Abby claims San Antonio as her hometown. She met her husband Matt while attending Texas A&M and moved back to San Antonio in 2019. Abby and Matt have two young children: Caleb and Ezekiel. They love the Lord and lead a weekly small group through their church. Her time outside the office is spent at home with her family, or with friends from small group. She enjoys disc golf, board games, and a good nap.

She is here as an additional resource for any needs or questions you have!

Education:
Bachelor of Business Administration in Finance, Mays Business School, Texas A&M University
Minor in Financial Planning, Texas A&M University

Designations:
Uniform Investment Adviser Law Examination (Series 65).