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Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Common Sense in Financial Services

Welcome to R.S. Williams and Associates, Inc.! I am thrilled that you've stopped by for a chat! Our focus is one thing and one thing only....providing cutting edge financial planning and investment advice to our friends. While many advisors are focused on acquiring more clients, I am focused on deepening relationships with my clients and all the new clients that they refer to me. One of the things that is most rewarding about my career is the multitude of friendships I've made in the process of helping people with financial planning and providing investment advice.

"Common Sense in Financial Services" is an answer to what I see on the financial news everyday and at financial industry meetings around the country......and that is that financial professionals tend to over complicate things and ultimately confuse their prospects and clients. I specialize in "straight talk" and candid conversations about what I can and can't do.

If you would like to grab a cup of coffee and discuss how we might partner in the financial planning and investment advice process, call me at (727) 449-0728 or email me at

I'm looking forward to finding out if we are right for each other!

To your continued success!

Scott E. Lake, CLU, CRPS, LUTCF, FSS

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