Since March 2019, Billy Gaines has been dedicated to helping clients achieve their financial goals as a Financial Consultant at Widmann Financial Services. Billy became an equity partner at the firm in 2025.
Billy's primary responsibilities include creating comprehensive financial plans, managing wealth, conducting portfolio reviews, and performing detailed investment analysis. Specializing in retirement planning, Billy takes great pride in guiding clients through our wealth guide analysis. With over eight years of experience in the financial services industry, Billy brings a wealth of knowledge to the role.
Throughout Billy's career, various securities licenses have been obtained, including the FINRA Series 6, 7, 63, and 66. Additionally, Billy is licensed in life, health, and long-term care (LTC) insurance. Completing the Certification in Financial Planning program at Georgetown University and obtaining his CERTIFIED FINANCIAL PLANNER® certification further solidified Billy's ability to provide financial advice and services to clients. Before embarking on a professional journey, Billy earned a Bachelor of Science in Finance and Business Administration from Immaculata University.
Billy's passion for finance and helping others has always been a driving force, motivated by the opportunity to form trusting relationships with clients and assist them in achieving their financial aspirations. The most enjoyable aspect of the job is the opportunity to work closely with people, hear their stories, and solve complex financial problems. Analyzing investments and crafting tailored financial strategies are particularly rewarding aspects of the role.
A Maryland native, Billy currently resides in Southern Maryland. In free time, Billy loves to unwind by golfing, fishing, hiking, and attending sporting events.