John D. Williams

ChFC, CLU, TEP, Founder & CEO

John is a thirty-five year veteran of the financial services industry. He is one of the original co-founders of CFG. He holds ChFC® and CLU® designations from The American College, a Registered Trust and Estate Practitioner (TEP #255854) designation from The Society of Trust and Estate Practitioners, a BA from Creighton University and an MA in Theological Studies from the Boston College School of Theology. He is a member of the Boston Estate Planning Council, The American Society of Financial Service Professionals and The Society of Trust and Estate Practitioners. John and his wife Mary Ann have two grown children, Jonathan and Anna. John served nine years as a Selectman in his hometown of Carlisle, MA. Avocations include running and playing guitar.

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696