David X. Williams

David X. Williams

Wealth Advisor

Biography

David Williams is a financial advisor and insurance agent at Lucia Capital Group and has been part of the team since 2013. David holds a degree in business management and has spent the last 10 years building and growing multiple companies. He currently holds the following industry licenses: Series 7 and Series 66. He is also a licensed insurance agent.

As a financial advisor primarily serving the Las Vegas area, David provides comprehensive financial planning services for his clients. David is well versed in designing and implementing portfolios utilizing The Bucket Strategy® and focuses on planning areas such as tax-efficient withdrawal strategies, alternative investments, and long-term care (among many other retirement planning strategies).

Outside of work, David enjoys golfing, fishing, camping, and traveling.

David X. Williams

Contact Information

Check the background for David Williams on FINRA's BrokerCheck.

Office Locations