ABOUT ANDRE WILLIAMS
Andre Williams has been a financial advisor for over 18 years providing retirement, wealth management, insurance, and estate planning consultative services to his clients. He began his career with AXA Advisors, a global investment and insurance company, as a member of the Retirement Benefits Group where he advised employees in the higher education, non-profit 501c(3), and medical sectors for more than a decade.
Armed with experience, knowledge, enthusiasm for his work, and an organically growing client base consisting primarily of physicians, business owners, and high net worth individuals, Andre determined it was time to take his practice in a new direction by taking greater ownership of his business and shaping its future in a manner most accommodating for his clients. He became an independent financial advisor and founded Pivotal Wealth Management in 2012 with an eye toward creating an enhanced, more customized client experience.
“Incidentally, I had developed a niche market of doctors who were referring me to their colleagues. It started with referrals to OBGYN physicians then grew to include surgery, internal medicine, and so on. The needs of this group are more sophisticated on many levels, but these are the kind of matters I’ve been trained to help my clients address so that they can have financial peace of mind… it is gratifying work.”