Jon Williams is a Wealth Advisor with Wealth Partners Alliance and the Tutelas Financial team. With more than 25 years of experience in the financial services industry, he helps individuals and families build comprehensive financial plans designed to grow, preserve, and transfer wealth with confidence. While Jon serves a broad range of clients, he has developed particular expertise in helping families with children and adults with special needs navigate the unique financial, legal, and estate planning challenges associated with lifelong care.

Jon's commitment to special needs planning is deeply personal. He and his wife, Ann, are the proud parents of two daughters, Sarah, who has special needs, and Megan. This firsthand experience provides Jon with a unique understanding of the financial, legal, and emotional decisions families face throughout every stage of life. He works closely with clients to develop thoughtful, long-term strategies that provide lasting security for their loved ones while helping reduce future financial and caregiving burdens on siblings and other family members.

In addition to his specialized planning expertise, Jon advises clients on investment and portfolio management, retirement planning, estate planning coordination, and multigenerational wealth transfer. His goal is to help every client make informed financial decisions through objective, fiduciary guidance tailored to their unique goals and circumstances.

Prior to joining Wealth Partners Alliance in 2025, Jon spent more than two decades with some of the nation's most respected financial firms. He began his career at Fidelity Investments, where he spent nine years developing his investment and planning expertise, before joining A.G. Edwards (now Wells Fargo Advisors). Jon later managed the firm's Frisco office from 2007 to 2014 and was recognized by the firm as a Premier Manager in 2012. In 2025, he joined Wealth Partners Alliance alongside longtime colleagues Thor Hoppess and Jerome Caulk as part of the Tutelas Financial Management team.

Jon earned a Bachelor of Business Administration in Finance from the University of Oklahoma. He holds the Accredited Portfolio Management Advisor® (APMA®) and Accredited Asset Management Specialist® (AAMS®) designations and is a member of the Academy of Special Needs Planners. He is committed to ongoing education in this highly specialized area of planning while continuing to provide comprehensive wealth management services to individuals and families at every stage of life.

Outside the office, Jon enjoys spending time with his family, smoking Texas-style barbecue, and cheering on the Oklahoma Sooners. He and his family are active in their church and support several charitable organizations, including volunteering as a baseball coach with the Miracle League of Frisco.

Tutelas Financial Team Page

Jon’s Favorite Thing to Enjoy in Dallas:

• Trying new BBQ spots