Brent E. Williams
Helping Clients Build, Manage, and Protect their wealth with Tax Efficient Investment Strategies I Equitable Advisor
- Role
- Financial Consultant Retirement Planning Specialist at Equitable Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Brent E. Williams
As a Retirement Planning Specialist, with Equitable Advisors, I utilize comprehensive…
Experience
Financial Consultant Retirement Planning Specialist
Jan 2020 — Present · Bellevue, WA, US
A major part of the financial planning process involves evaluating my clients’ current situation and educating them on what strategic actions they should to take to stay on track for their financial future. Financial planning doesn\'t just focus on accumulating wealth; but also on protecting wealth by addressing concerns that can potentially derail the plan. Reviewing the plan is also very important and I am in constant personal contact with my clients. In addition, I have a team of financial professionals and specialists working with me to make sure my clients’ needs are properly addressed.I do most of my business through referrals, so whether it’s someone with a specific financial need i.e. 401k/IRA rollover, life insurance, investment management services, or someone who needs to review their financial plan, feel free to e-mail me their contact information.Securities offered through Equitable Advisors, LLC (NY, NY 21••••••00), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. CA Insurance Lic.#0D56144
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