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William D. "Bill" Williams, ChFC®, CLU®, LUTCF®

William D. "Bill" Williams, ChFC®, CLU®, LUTCF®

President

Bill Williams is a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®). He received his Life Underwriters Training Council Fellowship (LUTCF) from the National Association of Insurance and Financial Advisors. Bill began his career in the financial services industry in 1981. He is a Registered Representative of The O.N. Equity Sales Company and an Investment Advisor Representative of O.N. Investment Management Company. The O.N. Equity Sales Company is a full-service broker/dealer. O.N. Investment Management Company is a registered Investment Advisor. Bill is a former securities and insurance course instructor. He is also a former board member and communications director for the Financial Planning Association. Bill is a member in good standing with the National Association of Insurance and Financial Advisors. Bill resides in Phoenix and Prescott with his wife, Nancy. Together they have two sons and three grandchildren. Recreationally he enjoys hiking, golf, and traveling in his R.V. Bill appreciates time spent cooking with family and friends.

Proud Member of:

Ed Slott’sMaster Elite IRA Advisor Group, is solely an indication that the financial advisor (or registered representative) has attended training provided by Ed Slott and Company. Ed Slott’s Advisory Group is a group of financial professionals who pay a fee to attend seminars that explore regulations, tax updates, and other issues regarding individual retirement accounts. The O.N. Equity Sales Company is not affiliated with Ed Slott.