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Andre Williams, the man the legend, graciously took time to sit and speak with us about wealth management, how he works with his clients and some of the legal questions his clients have! We had a blast talking to the Money Man. Andre began his career in the financial services industry 17 years ago when he joined AXA Advisors as a retirement planning specialist. In this role, he provided consultation to both organizations and individuals that included wealth management, insurance, estate, and
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retirement planning guidance. In 2011, he became an independent advisor and founded Pivotal Wealth Management, LLC to better serve the growing affluence of his clients with a wider array of wealth planning solutions and strategies.
A 2001 graduate of Morris Brown College, Andre resides in Atlanta, GA and holds his series 7, 66, and life & health licenses. He earned his Certified Funds Specialist (CFS) designation from the Institute of Business Finance and is currently completing coursework to obtain his Chartered Advisor in Philanthropy (CAP) designation from the American College of Financial Services in December 2019.
Check out his website at www.pivotalwm.com
2 years ago
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