Kevin L. Williams, AAMS®, AWM

Senior Vice President - Branch Director, Private Client Group, Senior Consulting Group

508-230-8960 | Email |
508-230-8944

Kevin has been helping families achieve their financial goals since 1986. He began his career at Shearson Lehman Brothers/Smith Barney where he worked until 1998. He then moved to Advest, where he was a financial advisor/branch manager until 2005, at which time he joined RBC Wealth Management. He is a graduate of Quinnipiac University, holding a Bachelor of Arts degree in finance with a minor in economics. Kevin holds the Series 7, 8, 63 and 66 licenses. He also holds the Accredited Asset Management Specialist℠ and the Accredited Wealth Manager℠ designations. The Accredited Wealth Manager℠ designation provides advanced knowledge of the wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies for high-net worth clients.  

Kevin is a lifelong resident of Easton. He and his wife, Hala, volunteer extensively. He is a member of the Easton Lions Club and is on the board of trustees for the Natural Resources Trust of Easton. In their leisure time, Kevin and Hala enjoy traveling and spending time at their family’s summer home in Plymouth.

Avery L. Williams

Senior Vice President - Financial Advisor

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508-230-8944

Lee is the senior member of the team. With over 50 years in the business, he is a wealth of experience and knowledge that the team draws on to guide them through calm and turbulent market conditions. He began his financial career on the floor of the New York Stock Exchange back when people, not machines, ran the transactions. As Lee’s career developed and firms he worked with became too large, he made the choice to work at a more stable and truly client oriented firm, RBC Wealth Management. With pep in his step every day, Lee’s passion toward doing what is right for others has been contagious in the family, driving the next two generations.

Lee’s allegiance toward Easton began with his two great-grandfathers being from Easton. Outside of work, Lee is an environmentalist who owned an organic farm and taught courses on organic gardening and subsistence living. He is also a great champion in many civic organizations around town and loves to travel extensively.

Nora Yousif, CDFA®, CFP®

Vice President - Financial Advisor, Consulting Group

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508-230-8944

As a third generation Financial Advisor, the investment fundamentals and investment discipline we share with our clients are deeply rooted in Nora. Nora distills finances into understandable terms and is passionate about educating people to build confidence in their future. Nora was voted a Top 40 Under 40 professional by Boston Business Journal in 2017 and was voted a Top 40 Under 40 Financial Advisor by Investment News* in 2016. 

She works out of our Easton and Boston offices.

Nora's primary passion is working with individuals and also enjoys sharing financial insight in group settings, as well as through various media channels. She conducts educational seminars in the greater Boston area on financial topics and speaks on personal finance at national conventions. This past spring she shared the stage with Arianna Huffington in front of over 1,100 people as part of the Boston Business Innovation Conference. Nora has been a guest speaker to over 50 organizations. In addition, she leads the popular Women Wine & Wall Street monthly series. 

She's commented for NBC Boston TV, New England Cable News TV's Money Saving segment, WBZ News Radio 1030 AM, Boston Herald Radio, WMJX Radio 106.7FM, Huffington Post Live, Money Matters Radio, Radio Entrepreneurs, and more. She's been quoted in Forbes, CNBC.com, Yahoo Finance, Financial Advisor Magazine, Banker & Tradesman, Nerd Wallet and Marketwatch. 

Nora has a Bachelor of Science degree in biology and mathematics from Providence College with Liberal Arts Honors. She holds the Series 7 and 66 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. 

Nora is an avid volunteer for the Easton Lion's Club, Children's Museum, The Boston Club and her alma mater. She also enjoys embellishing the Boston foodie scene and traveling. Latest stop: Portugal.

Leanne H Kerrigan

Branch Service Mgr/Sr Registered Client Assoc

508-230-8960 | Email
888-399-1018

Leanne has worked in the financial services industry for over 25 years and joined the Williams Investment Group in 2005. Leanne is dedicated to providing exceptional personal service. In her role of senior registered client associate and branch service manager, she serves as a liaison for clients providing them with first class service, account information, product information, execution of unsolicited orders and more. Leanne holds the Series 7, 8 and 63 licenses.

Pamela Burnham

Office Associate

508-230-8949 | Email
508-230-8944

Pam has been working in the financial services industry for over 10 years and joined the Williams Investment Group in 2010. She works along with the financial advisors to service the clients’ needs. She is a University of Massachusetts Amherst graduate, holding a Bachelor of Art’s degree in psychology.

Williams Investment Group