1100 Peachtree Street NW #950 Atlanta, GA 30309

(404) 969-1214

ABOUT ANDRE WILLIAMS

PRESIDENT

 

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.”

As he guides his clients toward their stated financial goals through strategy development and implementation, Andre places significant emphasis on education so that his clients don’t just follow his advice, but understand the reasoning behind it as well. He holds his series 7, series 66, life and health licenses. He also earned his designation as a Certified Funds Specialist (CFS) from Institute of Business and Finance.

A 2001 graduate of Morris Brown College, Andre proudly serves as the Chairman of the Morris Brown College Foundation and a member of Alpha Phi Alpha Fraternity, Inc. He currently resides in Atlanta, but avidly travels the globe. He also enjoys exercising, reading, and spending time with family.

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