Anthony Williams

About Anthony Williams

My mission is to make a difference. Each day provides an opportunity to enhance the lives of others while also bettering myself: embracing the grind, demonstrating grit, problem solving, self-reflection, internalization and a constant desire for personal and professional improvement. This value fuels my drive for the work we do and I feel sets me apart as an Investment Advisor Representative. I’ve always been passionate about helping others attain healthier and happier lifestyles. I take great pride in the connection we have been able to foster with our clients, who have come to expect and appreciate uncompromising integrity from our services. Each client is uniquely important and the relationships we develop are long term and mutually beneficial. The trust and respect created allows us to challenge our clients to make the difficult decisions needed to achieve financial freedom. For over two decades, I have worked with Orthopaedic Surgeons, Specialty Doctors and high net worth individuals throughout the United States addressing their unique issues. This experience led to the emergence of our newest brand, the Orthopaedist Advisory Group, which provides Orthopaedic Surgeons and their families with strategies to accumulate and help to protect wealth for increased financial freedom. My work at Mosaic also sees me stepping away from the office onto a larger stage, and you will frequently find me appearing across the country as a featured keynote speaker on issues pertinent to Orthopaedic Surgeons at physician groups, annual association meetings and teaching hospitals. Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Experience

1. Founder and President

   Mosaic Financial Associates

   Jan 2008 — Present

   Mosaic Financial Associates is a holistic wealth management firm serving as an integral advocate for our clients. We help, executives, Orthopaedic Surgeons, & specialty physicians and their families with tax-efficient strategies designed to create, protect, and distribute wealth and provide financial freedom and confidence in your investments.

Education

• Arizona State University

  Business, Marketing

  1990 — 1994

Skills

• Disability Insurance
• 401k
• Strategic Planning
• Mutual Funds
• Estate Planning
• Small Business
• Tax
• Retirement
• Strategic Financial Planning
• Wealth Management
• Financial Advisory
• Investment Advisory
• Financial Planners
• Portfolio Management
• Wealth
• Entrepreneurship
• Employee Benefits
• Finance
• Investments
• Retirement Planning