Graham Williams
We help successful executives and professionals optimize their financial resources by simplifying the complexity of executive compensation, taxation, investments and risk management using the Optimist TLC™ philosophy.
- Role
- Managing Member at Optimist Retirement Group
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Graham Williams
Busy executives and professionals spend their working lives building a career and earning…
Experience
Managing Member
Jan 2002 — Present · Scottsdale, AZ, US
Optimist Retirement Group is focused on retirement wealth management for affluent investors. Today Optimist Retirement Group serves over 90 families and manages approximately $170M in retirement assets. We started the firm with the vision to serve a select number of clients with a personal service focus. Today the firm serves clients in 12 states with offices in Bellevue, WA and Scottsdale, AZ.
Education
Penn State University
Bachelor of Science (B.Sc.), Mechanical Engineering
1982 — 1985
Pepperdine University
Master of Business Administration (M.B.A.), Business Administration and Management, General
1988 — 1991
Skills
- Financial Advisory
- Investment Strategies
- Alternative Investments
- Explaining Annuities
- Investment Management
- Guaranteed Lifetime Income
- Non-Qualified Deferred Compensation
- Wealth
- Deciphering Financial Speak
- Irrevocable Life Insurance Trusts
- Stock Option Strategies
- Etfs
- Estate Planning
- Net Unrealized Appreciation
- Charitable Giving
- Wealth Management Services
- Investment Advisory
- Asset Allocation
- Investments
- Clarifying Complex Financial Ideas
- Financial Planners
- Pension Maximization
- Executive Benefit Strategies
- Deep Analysis
- Personal Financial Planning
- Retirement Income Tax Planning
- Iras
- Fiduciary Advice Vs. Sales
- Retirement Planning
- Simplifying the Complex
- Creating Transparency in Financial Plans
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