Matt Williams, CFP®, CLU®, LUTCF®

Photo of Billy Williams, CFP, ChFC

About Matt

With over 15 years of experience, Matt has built a strong reputation in the financial services industry by establishing and maintaining client relationships throughout the Gulf Coast. Matt graduated from Auburn University with a Bachelor of Science in Business Administration. Matt earned his CLU® and LUTCF® designations through the American College of Financial Services and most recently completed requirements for the CFP® professional designation. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. He has also passed investment license exams through FINRA for the Series 6, 7, 24, 26, 63, and 65. Matt is a member of the National Association of Insurance and Financial Advisors and the Financial Planning Association. Matt is married to his wife, Margie Younce Williams and they have a daughter, Marley, and a son, Jaxon, who are active in volleyball, baseball, and other activities. Matt and his family are active members of Cottage Hill Baptist Church.

Matt enjoys meeting with individuals and families to work with them on achieving their investment and retirement goals and provides independent and comprehensive financial planning. He takes pride in being a trusted provider committed to lasting relationships.

EMail Matt