FREEDOM POINT FINANCIAL SERVICE - Key Persons
Bill Williams is a highly qualified financial advisor specializing in serving high-net worth individuals and families. With extensive qualifications, including being a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®), Bill brings a wealth of knowledge and expertise to his discerning clientele.
In 1981, Bill embarked on his successful career in the financial services industry, establishing himself as a trusted advisor. He has an extensive background as a former securities and insurance course instructor, demonstrating his commitment to sharing his expertise with others in the field. Bill's dedication to professional growth is further evidenced by his role as a former board member and communications director for the esteemed Financial Planning Association.
As a proud member of the National Association of Insurance and Financial Advisors, Bill upholds the highest standards of professional integrity and client-focused service. He continuously strives to stay ahead of industry trends and regulations, ensuring that his clients receive the most up-to-date and relevant guidance.
Bill is not only a highly accomplished financial advisor but also a passionate advocate for high-net worth individuals and their families. Specializing in and accredited by Dimensional Fund Advisors, Bill uses a scientific approach to planning and investing and has adhered to this philosophy since 1991. He understands that managing substantial wealth comes with a unique set of challenges and complexities, particularly when it comes to wealth and estate planning. With a deep understanding of these intricacies, Bill is dedicated to guiding his clients through the maze of financial decisions and ensuring their assets are strategically preserved and transferred according to their wishes. His expertise extends to addressing tax-efficient strategies, wealth transfer considerations, and navigating the ever-changing landscape of estate planning regulations. Bill's unwavering commitment to serving high-net worth individuals and their families allows him to provide tailored solutions that align with their specific needs, aspirations, and legacy objectives. With Bill as your trusted advisor, you can navigate the intricate terrain of wealth management with confidence and peace of mind.
Bill and his wife, Nancy, reside in both Phoenix and Prescott, where they cherish their close-knit family. Together, they have two sons and four beloved grandchildren. In his leisure time, Bill finds solace in the great outdoors, enjoying activities such as hiking and pickleball. He also satisfies his adventurous spirit by traveling in his R.V. Furthermore, Bill treasures the moments spent cooking with loved ones, recognizing the value of quality time shared with family and friends.
Since entering the financial services industry in 2009, David has been relentless in his pursuit of empowering clients to overcome the challenges that come with managing substantial wealth. He began his financial planning career at Charles Schwab & Company, where he honed his skills by assisting clients with a wide range of financial products and services. Recognizing his innate ability to provide comprehensive financial planning, David joined USAA in 2013, where he focused on helping USAA members prepare for life's significant milestones.
David is a highly accomplished financial advisor with a strong dedication to serving high-net worth individuals and families. He holds a B.S.B.A. in Finance from Northern Arizona University, equipping him with the expertise to navigate complex financial landscapes. He acquired a master's degree in finance in 2019.
In May of 2015, David's passion for serving high-net worth individuals led him to join his father in the esteemed family business at Freedom Point Financial Services, Inc. As a CERTIFIED FINANCIAL PLANNER™ professional and a holder of the prestigious Accredited Asset Management Specialist designation (AAMS®), David exemplifies his commitment to delivering unparalleled financial expertise to his discerning clientele.
Beyond his professional accomplishments, David's personal life reflects his unwavering dedication to excellence. He resides in Prescott with his wife and two children, cherishing the importance of family values. In his well-deserved free time, David finds joy in staying active through workouts, indulging in culinary creations, and creating lasting memories with his large extended family.