Financial Services Representative
(904) 733-5321
1901 University Blvd West
Jacksonville, FL 32217
Tamara@toamsfinancial.com
Financial Services Representative
Prior to joining TOAMS Financial as a Financial Services Rep, Tammy Williams has nearly 20 years of experience in the financial services industry. Tammy began her career at Scottrade as a New Accounts Rep, processing new accounts and making sure new customers were compliant. With Scottrade, Tammy’s roles also included ACATS Processor and Senior Fixed Income Specialist where she provided daily leadership to her bond transfer team.
Tammy worked as a Fraud Research analyst for both Citibank and Mercantile Bank, where she conducted investigations of card members inquiries and disputes regarding fraudulent account activity. With a wealth of experience Tammy, is here to help our clients and to assist them in achieving their financial goals.
Tammy is enjoying the sunny Florida winters as she relocated here from St. Louis, Missouri.
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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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Planning Solutions International LLC dba TOAMS Financial is a registered investment advisor located in the state of florida. DISCLOSURES Full disclosure statement available here.