Shane Williams
Financial Advisor at Oak Crest Advisors | Greater Houston, United States
Shane Williams’s Email & Phone Number
VerifiedFree account · No credit card · 5 profiles/month
Transfer Ambassador at Texas Tech University in March 2021 - Present
Financial Advisor at Oak Crest Advisors in September 2023 - Present
Texas Tech University, Personal Financial Planning / Psychology, January 2019 to January 2023
Oak Crest Advisors, LLC is an affiliate-owned service, that aligns with Raymond James Financial Services. We provide financial advisors and their teams the support and infrastructure to launch an independent practice. We understand that launching an independent practice can be an overwhelming task. Therefore, we have developed a partnership designed to simplify your transition and enable you to be in the business for yourself, but not by yourself. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Oak Crest Advisors is not a registered broker/dealer and is independent of Raymond James Financial Service. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Inv and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James for additional disclosures: http://raymondjames.com/smicd.htm
Discover more about Oak Crest Advisors
Financial Advisor RJFS & Managing Partner at Pendle Hill Advisors, LLC
Managing Partner at Pendle Hill Advisors, LLC
(March 2021 – Present)
Financial Advisor at Castle Financial Strategies | Raymond James
Financial Advisor at Castle Financial Strategies
(October 2023 – Present)
Co-founder
Company Owner at Oak Crest Financial
(January 2018 – Present)
I help a select group of successful business owners to clarify their finances and focus on impact, service, and legacy.
Financial Advisor | Raymond James at Oak Crest Advisors
(January 2022 – Present)
Helping professionals navigate company stock decisions post-IPO in a way that fits their goals, so they can pursue what matters most without regret.
Co-Founder, Oak Crest Advisors / Financial Advisor, RJFS at Oak Crest Advisors
(Oct 2019 – Present)
Financial Services Supervision | Compliance | Oak Crest Advisors
Financial Services Supervision at Oak Crest Advisors
(Feb 2025 – Present)
What is Shane Williams email address?
Email Shane Williams at [email protected]. This email is the most updated Shane Williams's email found in 2026.
What is Shane Williams phone number?
Shane Williams phone number is 2818897203 and 8454890979.
How to contact Shane Williams?
To contact Shane Williams send an email to [email protected]. If you want to call Shane Williams try calling on 2818897203 and 8454890979.
What company does Shane Williams work for?
Shane Williams works for Oak Crest Advisors.
What is Shane Williams's role at Oak Crest Advisors?
Shane Williams is Financial Advisor
