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

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


Bill Williams is a highly qualified financial advisor specializing in serving high-net worth individuals and families. With extensive qualifications, including being a Chartered Financial Consultant (ChFC®) and a Chartered Life Underwriter (CLU®), Bill brings a wealth of knowledge and expertise to his discerning clientele.

In 1981, Bill embarked on his successful career in the financial services industry, establishing himself as a trusted advisor. He has an extensive background as a former securities and insurance course instructor, demonstrating his commitment to sharing his expertise with others in the field. Bill's dedication to professional growth is further evidenced by his role as a former board member and communications director for the esteemed Financial Planning Association.

As a proud member of the National Association of Insurance and Financial Advisors, Bill upholds the highest standards of professional integrity and client-focused service. He continuously strives to stay ahead of industry trends and regulations, ensuring that his clients receive the most up-to-date and relevant guidance.

Bill is not only a highly accomplished financial advisor but also a passionate advocate for high-net worth individuals and their families. Specializing in and accredited by Dimensional Fund Advisors, Bill uses a scientific approach to planning and investing and has adhered to this philosophy since 1991. He understands that managing substantial wealth comes with a unique set of challenges and complexities, particularly when it comes to wealth and estate planning. With a deep understanding of these intricacies, Bill is dedicated to guiding his clients through the maze of financial decisions and ensuring their assets are strategically preserved and transferred according to their wishes. His expertise extends to addressing tax-efficient strategies, wealth transfer considerations, and navigating the ever-changing landscape of estate planning regulations. Bill's unwavering commitment to serving high-net worth individuals and their families allows him to provide tailored solutions that align with their specific needs, aspirations, and legacy objectives. With Bill as your trusted advisor, you can navigate the intricate terrain of wealth management with confidence and peace of mind.

Bill and his wife, Nancy, reside in both Phoenix and Prescott, where they cherish their close-knit family. Together, they have two sons and four beloved grandchildren. In his leisure time, Bill finds solace in the great outdoors, enjoying activities such as hiking and pickleball. He also satisfies his adventurous spirit by traveling in his R.V. Furthermore, Bill treasures the moments spent cooking with loved ones, recognizing the value of quality time shared with family and friends.

As a proud member of Ed Slott's Master Elite IRA Advisor Group, Bill's commitment to excellence shines through. This prestigious affiliation signifies his dedication to remaining at the forefront of retirement planning strategies, staying informed on regulations, tax updates, and other critical issues regarding individual retirement accounts. While Bill's association with Ed Slott's Advisory Group is indicative of his commitment to professional development, it's important to note that neither J.W. Cole Financial, Inc. (JWCA) nor J.W. Cole Advisors, Inc. is affiliated with Ed Slott.

Choose Bill Williams as your trusted advisor, and gain access to a wealth of financial expertise tailored specifically to the needs and aspirations of high-net worth individuals and families. Together, you'll navigate the complexities of wealth management, secure your financial future, and make the most of life's extraordinary moments.

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. Neither J.W. Cole Financial, Inc. (JWCA) or J.W. Cole Advisors, Inc. is affiliated with Ed Slott.