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Heather Williams

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Heather Williams

CPA/CFP®

Shareholder

Phone: (941) 365-4617

Email: 

"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.

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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, Estate and Trust Planning, Consulting and Litigation Support services, and Tax Services for Individuals and Professional Athletes. 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.

Education

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

Organization Involvement

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

Licenses / Certifications

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