Our Firm

Integrity, Responsibility, Trust, Guidance.   


Vinell McWilliams is founder and president of McWilliams Financial. He is a 27-year veteran of the financial services industry whose career began at Prudential Securities, which was then one of the large Wall Street brokerage firms. Vinell brought to the industry a combination of accounting, management, and financial experiences, having been a Corporate Controller, prior to becoming a Financial Advisor in 1994.  

As his investment practice began to grow, Vinell realized that the most valuable asset he could bring to his clients was to offer them truly objective and independent advice.


Today, McWilliams Financial combines the due diligence and talents of  Cetera Advisors, together with the clearing services of Pershing, LLC (a division of The Bank of New York), to offer our clients individual personalized attention with trusted institutional financial support.

McWilliams Financial is a full-service investment and financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

  • As an Investment Advisor Representative, we are able to offer our clients the option of having an exclusively fee-based managed portfolio. This approach takes commissions out of the equation and helps ensure that you receive objective advice that fits your particular needs and situation, not some hidden agenda. It also means that we are here for you, ready to offer ongoing financial advice whenever you need it, whether or not you are ready to invest.
     
  • We offer investments and securities through Cetera Advisors LLC, to include CD's, Tax-free Municipal Bonds, Stocks, Mutual Funds, Corporate Bonds, Real Estate Investment Trusts, Managed Futures, Oil & Natural Gas programs, and more. 
     
  • Our independence enables us to establish working relationships with a vast number of industry-leading investment firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients' unique needs.

Please take a moment to review our SERVICES