About

I work with families, individuals and business owners to provide professional Retirement Income and Estate Planning advice. Educating clients in a way that is easy for them to understand as well as making myself accessible to provide top customer service as a trusted advisor is a staple in my practice and will continue to always be.

I have 15 + years of experience as an independent financial advisor with Lincoln Financial Securities. I have previously worked for Merrill Lynch and Prudential Financial before I became an independent financial advisor with Lincoln Financial. On top of my regularly acquired group of clientele, I partner with Summit Credit Union in the Raleigh/Durham region to help service their members' financial planning needs.

I graduated from the University of Pittburgh in 2003. While at the university I played baseball all 4 years for the Panthers.

I currently reside in Raleigh, NC with my wife Eliza and daughters Aura and Auzie. Among the things our girls enjoy are Pre-school, Soccer, Gymnastics and dance. As a family we are members of North Raleigh United Methodist Church and Lifetime fitness.

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TEAM

E Andre Wiliams

Left to right (John Caso, CFP Securities Supervisor- Teresa Courts, CFP Life Case Design- Andre Williams, Retirement Income and Estate Planning- Joanne Martel, Life Underwriting Specialist- Marc Lopresti, CFP)

INTRODUCING

Eliza Williams
Head of Business Development