The Lewis Financial Group
42yrs
Top advisor by experience in Ashburn
2yrs
Ann Williams
Financial advisor at Edward Jones
Based in Ashburn, Virginia, Ann Williams is a fiduciary financial advisor with 2 years of industry experience. Ann has been with Edward Jones since 2024. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 107 advisors with offices in Ashburn, and one of 100 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office21001 Sycolin Rd Suite 300b, Ashburn, VA 20147
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowEdward JonesCurrent firm
Contact Ann
(314) 515-2000Firm headquarters in St. Louis, MO. Ask for Ann. 21001 Sycolin Rd Suite 300bAshburn, VA 20147Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ann
Tailored to Ann’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ann
How do I contact Ann?
Call Edward Jones at (314) 515-2000 and ask for Ann Williams. Ann works from the Ashburn, VA office.
How long has Ann been a financial advisor?
Ann has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ann hold?
Series 66. Tap any license on this page to see what it allows.
Is Ann a fiduciary?
Ann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ann paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ann for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Houlihan Financial Resource Group
42yrs
Top 2% by experience in Ashburn
Stonebrook Investment
37yrs
Top 3% by experience in Ashburn
LPL Financial
36yrs
Top 4% by experience in Ashburn
Wells Fargo Advisors
35yrs
Top 5% by experience in Ashburn
MAI Capital Management
35yrs
Top 6% by experience in Ashburn