Kevin L. Williams, AAMS®, AWM

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

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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


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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As a third generation Financial Advisor, Nora is deeply rooted in the fundamental disciplines of investing and caring for clients. She 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 regularly works out of our offices in Easton, Boston and Wellesley while taking meetings by appointment in Danvers or Norwell.

Nora's primary passions are working with individuals and sharing financial insight with the public in group workshops and through the media. She conducts educational seminars on financial topics and speaks at many 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 spoken at over 300 different events including at Harvard Business School. In addition, she leads the popular Women Wine & Wall Street monthly series. 

She has appeared on 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 is also quoted regularly in Forbes,, Yahoo Finance, US News & World Report, Banker & Tradesman, NerdWallet and MarketWatch. 

Nora has a Bachelor of Science degree in Biology and Mathematics with Honors from Providence College. She is currently completing her Master’s Degree at MIT Sloan. This intense immersion into quantitative analysis and advanced investment techniques allow her to bring clients cutting edge ideas and strategies developed by some of the most intelligent minds in the world of business and finance. She has passed the Series 7 and 66 exams and is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst. 


Nora is an avid volunteer for the Lion's Club, local Children's Museum, The Boston Club, Women’s Bar Foundation and MA Seaport Economic Council. She also enjoys embellishing the local foodie scene and traveling. Latest stop: South Korea.

Leanne Kerrigan

Branch Service Manager, Senior Registered Client Associate


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

Joanna Bishop

Vice President - Senior Business Associate


Joanna joined RBC Wealth Management in 2004 after five years with Wachovia Securities, and brings a combined 24 years of industry experience to her role as senior business associate. For the past 15 years, she held the role of assistant complex manager at RBC Wealth Management, overseeing nine offices with more than 150 employees. Wanting to reconnect directly with clients, Joanna shifted gears from a management role to a support role by joining the Williams Investment Group, where she helps clients grow and protect wealth. She was confident this was the right fit after watching the team’s growth over the past years and their unwavering commitment to their clients. Joanna has received the RBC Award of Excellence twice in the past eight years. This is awarded to employees who consistently go beyond expectations and make a significant, positive difference in our business. Joanna attended Plymouth State University, where she majored in psychology and minored in economics. She has passed the Series 7, 9, 10, 31, 63 and 65 exams and holds Massachusetts life insurance licenses.

Outside of the office, Joanna has a strong charitable stripe and enjoys impacting our community for the better. She’s spearheaded numerous local service projects, including leading our Boston Complex employees in the annual Blue Water Day project, coordinating the cleanup of the Boston Harbor and surrounding areas. Joanna also organized our year-end “Keeping Boston warm” campaign for Action for Boston Community Development and leads a group of 15 women twice a year to serve meals at Rosie’s Place. In her downtime, you can find Joanna with her husband and two children boating in the summer and skiing in the winter.

Williams Investment Group