Allison Williams

12340 El Camino Real #110

San Diego, CA




(858) 926-5145

Allison Williams joined Brown Wealth Management Group in 2006. After receiving her bachelor’s degree in applied mathematics at Kansas State University, she joined the firm as a financial consultant, leveraging her background in math theory, statistics and actuarial studies before being promoted to chief operating officer.  


Allison has extensive knowledge gathering and analyzing investment planning data, preparing preliminary wealth management plans consistent with client goals and risk tolerance, and executing portfolio transactions. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Divorce Financial Analyst, holds a Series 7 registration with LPL Financial and a Series 66 registration with LPL Financial and Stratos Wealth Partners, as well as a California (life and health) Insurance license.  


As Chief Operating Officer, Allison oversees all firm operations to ensure maximum efficiencies, processes and portfolio management.  


Allison lives in Vista with her husband, where they enjoy spending time with friends and traveling.


Allison is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC. 

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at

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