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435 Wandering Ct Sonoma, CA 93632
1-800-123-4567

Tamara Williams

Tamara Williams
Operation Manager
(904) 733-5321
1901 University Blvd West
Jacksonville, FL 32217
Tamara@toamsfinancial.com

Operation Manager

Tamara Williams brings nearly 20 years of experience in the financial services industry, with a career built on professionalism, attention to detail, and client care. She began her career at Scottrade as a New Accounts Representative, where she processed new accounts and ensured compliance for new customers. During her time there, she also served as an ACATS Processor and later as a Senior Fixed Income Specialist, providing leadership to her bond transfer team.

She went on to work as a Fraud Research Analyst for both Citibank and Mercantile Bank, where she investigated inquiries and disputes related to fraudulent account activity. These roles sharpened her ability to handle sensitive matters with care and discretion, further strengthening her expertise in client service.

Now at TOAMS Financial, Tamara serves as the Operations Manager. In this role, she oversees internal processes, manages account operations, and ensures that daily workflows run smoothly. She also supports both clients and colleagues with her calm and steady approach, helping the firm deliver consistent and professional service at every step.

Originally from St. Louis, Missouri, Tamara now enjoys the sunny winters of Florida, where she has settled after relocating.

Focus On What Matters to You

Let us take the mystery out of financial planning and investing needs so you can get back to doing what matters.
The TOAMS Financial team are here to carry the weight. Your team of leading financial advisors has the expertise to make sure you get back to doing what you love. Feel confident that your family’s future is guided by a team of leading financial advisors in Jacksonville, Florida.
— No Cost Consulation

Locations

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

Northern California
435 Wandering Ct. Suite 101.
Sonoma, CA 93632

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Copyright All rights Reserved. Aeso, like all providers of personal financial services is required by law to inform their clients of their policies regarding privacy of client information. The information in this material is not intended as tax or legal advice. Aeso is a registered business in Califronia (license #123560) Provided content is for informational purposes only and is completely fictional.

Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.

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