Tom Williams, CLU, CHFC
Thomas Williams began his career as an independent advisor more than 40 years ago. His initial focus was in the insurance arena before branching out to financial planning, Tom has extensive experience in building cohesive financial and estate plans and advising on retirement and business planning.
Tom focuses on delivering quality financial services and products with the highest ethical and professional standards. He develops long-term relationships with clients and adheres to a philosophy of serving them first. His professional designations include Chartered Life Underwriter®(CLU®), and Chartered Financial Consultant® (ChFC®).
Tom was named a Five Star Professional as seen in Texas Monthly. He has been a member of the Houston Estate and Financial Forum since 1998. Tom graduated from Wake Forest University with a B.A. in Economics.
Tom is active in his local church and gives back to the community in several ways. He has volunteered for HISD for more than 20 years and mentored at-risk students, as well as serving the Unity Church. Several quotes have real meaning for Tom, including “It is better to be seen than viewed,” and My mind is a center of Divine operation; an instrument of Higher Intelligence.”
Tom is married to Noreen and lives in Houston with their four children. Away from work, Tom enjoys playing golf, biking, and hiking.
*Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA registered representatives in the (market) area including counties in the state of Texas to gather wealth manager nominations. Self-nominations were not accepted. Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013,2014 Five Star Wealth Managers.