Heather Williams CPA/CFP®

"Leaders aren't born, they are made. And they are made just like anything else, through hard work. And that's the price we'll have to pay to achieve that goal, or any goal." — Vince Lombardi.

Heather Williams CPA/CFP®

Shareholder

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Ms Williams joined Kerkering, Barberio & Co. in 2010 and became a shareholder in 2016. Her areas of practice include Individual and Business Tax Consulting and Estate and Trust Planning. Prior to KB, she worked for a national accounting firm specializing in family wealth planning for their personal, business succession and estate planning.

Ms Williams works with families and their advisors to assist them with individual, trust and estate taxation.

CERTIFIED FINANCIAL PLANNER™ professional

Education

  • Florida State University
    Masters in Taxation
  • University of South Florida
    B.S. in Accounting and Finance

Licenses / Certifications

  • Florida and North Carolina Certified Public Accountant
  • Certified Financial Planner

Organization Involvement

  • American Institute of Certified Public Accountants
  • Florida Institute of Certified Public Accountants
  • Forty Carrots Family Center
  • Lakewood Ranch Business Alliance: Treasurer 2017; Sandies Award: Young Professional of the Year 2015; Young Leaders Alliance, Member and Chairperson 2015
  • Leadership Sarasota Alumni
  • Mote Marine Advisory Council
  • Southwest Florida Estate Planning Council
  • The Greater Sarasota Chamber of Commerce Young Professionals Group: Young Professional of the Year 2016
  • USF Sarasota-Manatee, College of Business: Adjunct Professor; Accounting Advisory Council

Contact Us

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Our Locations

Sarasota Office
1990 Main Street, Suite 801
Sarasota, FL 34236
Phone: 941.365.4617
Toll Free: 800.966.8676
Fax: 941.954.3207

Lakewood Ranch Office
9423 Town Center Parkway
Lakewood Ranch, FL 34202
Phone: 941.365.4617

Tampa Office
4350 West Cypress Street
Meridian One, Suite 930
Tampa, Fl 33607
Phone: 813.675.8800

Lets Get Started.

 

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