Billy Williams, of Williams Financial Group, focuses on financial planning (specifically, retirement planning, investment management* and fixed-income products). He differentiates himself with first-class service and by custom-tailoring advice to each client’s specific situation.
Billy earned his bachelor’s degree from Millsaps College with a concentration in finance and a minor in mathematics. He also played football while attending Millsaps. With over 18 years of experience in the financial services industry, Billy has built a reputation as one of the premier financial planners in Southwest Alabama.
Billy has furthered his commitment to offering sound financial planning services by completing courses emphasizing tax planning**, estate planning, retirement planning and investment management*. To remain well versed in the latest issues critical to his clients, he belongs to professional organizations such as the National Association of Insurance and Financial Advisors, National Association of Estate Planners and Councils, he is the current president for the Mobile Estate Planning Council, and is a current member of the Financial Planning Association. Billy Williams is a graduate of the Leadership Mobile program and was also featured as one of Mobile Bay’s 40 under 40, which recognizes the top individuals younger than age 40 who demonstrate leadership, professional excellence and a commitment to the Bay area community. He is also a member of Mobile Business Group and serves on the board for Mobile United.
Billy works primarily with families and businesses that are focusing on retirement, comprehensive financial planning* and investment management*. Williams Financial Group takes pride in being a trusted solution for clients, with partnerships that go beyond basic financial planning.