About

E.A. Williams Financial works with professionals and families who desire to plan for their retirement.

At E.A. Williams Financial, we can help you solve this by creating a financial plan that provides answers to when you can retire, how much to spend in retirement, the optimal sources of retirement income and how not to outlive it.

We believe that the first step is to educate clients on all aspects of personal finance. Next, we help clients organize their lives utilizing technology that provides simplicity.

We achieve this by collaborating with clients during the planning process. Decisions are made after looking at all relevant information, so clients know they have chosen from the best options. Clients are empowered with the technology to put this information at their fingertips.

By working with us, you will have a clear picture of your retirement with the plan to realize it.

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 Swim, Cheer 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)