Matt Williams, CLU®, LUTCF®

Photo of Billy Williams, CFP, ChFC

About Matt

Matt Williams is a Senior Wealth Adviser with Williams Financial Group.  He has a diverse and long background in financial services and wealth management.  A native from Chatom, AL, Matt and his older brother, Billy, cherished their small town living just as much as their visits to the big city, Mobile.  Matt attended Washington County High School and spent summers pulp wooding with his grandfather on the farm, which instilled the deeply held values of hard work, loyalty, and honesty.   Matt earned a Bachelor of Business Administration from Auburn University.  Since 2006, he has worked to build a strong reputation in the financial services industry by establishing and maintaining client relationships throughout the Gulf Coast. Matt regularly pursues courses in tax planning, estate planning, retirement planning, and investment management and is committed to stay informed of the changes that may affect his clients. Matt earned his CLU and LUTCF designations by completing programs with the American College Advanced Designation and is currently completing his requirements to obtain the CFP and ChFC professional designations. He has passed investment license exams through FINRA for the Series 6, 7, 24, 26, 63, and 65. Matt also belongs to the National Association of Insurance and Financial Advisers and is a member of the Financial Planning Association. Mobile has been “home” for many years now where Matt is happily married to his beautiful bride, Margie. They have a daughter, Marley, and a son, Jaxon, who are active in soccer, baseball, and other activities.  Margie and Matt enjoy being able to serve as assistant coaches for their kids’ teams. The Williams family are active members of Cottage Hill Baptist Church.  Most of their free time is spent with family and friends being on the water boating and fishing; in the woods hunting, building forts, and riding ATVs; and watching SEC football, as well as all sporting events involving Matt’s alma-mater. 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.

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