Brad is an Investment Advisor Representative specializing in Retiree and Estate Planning. He has been an independent financial services representative and president/CEO of Brad Williams Financial Services, LLC since 1987. His wife Robin and daughter Bonnie work with him marketing the company, and coordinating and planning his many free educational seminars and events around town. In addition to owning his own company, he is a two-time past president and active member of Huntsville’s oldest and most well established Business Networking International (BNI) affiliate, Heritage BNI; and a past member of the Board of Advisors of Senior Market Advisor magazine. His company, Brad Williams Financial Services has an A+ rating as a member of the Huntsville Better Business Bureau.
Brad hosts his own radio show, The Ask Brad Show, which is every Saturday on WBHP 800/1230 AM from 9:00-9:30 a.m and is frequently sought out to appear on top financial news radio shows nationwide. Brad is also a regular guest on the Newsmax TV show, The Income Generation, hosted by David J. Scranton.
From Corporate Upstart to Independent Financial Advisor
In 1979, Brad Williams was a part-time clerk and package handler on a conveyor line for a small, start-up, package delivery company. By the mid-1980s, he had worked his way up the corporate ladder into an operations manager position in Birmingham, AL. Having made enough money by age 29 to seek advice from a financial advisor about his long-term financial goals, he found a mentor in his financial planner who believed Brad had a natural instinct for the business.
Today, that “little start-up” is FedEx, and in spite of being drawn to the strategic aspects of investment and retirement planning, Brad admits he “bled purple and orange” at the time. However, after a couple of years, FedEx began maturing into a huge company and Brad began having his own growing pains. Under constant coercion from his financial mentor to join him as a financial advisor, Brad decided a career move might give him more independence.
In 1987, still single at the time, Brad decided this was the perfect time to do something crazy with his life. He left his salaried corporate job with FedEx to embrace a commissioned job as an independent financial services representative, and he never looked back.
Advice From A Mentor
Brad, when you look back over the first 20 years of your career, make sure you are providing 20 years of financial planning experience, and not 1 year of financial planning experience, 20 times.
Inspired by this advice, Brad made a lifelong commitment to participate in educational opportunities and training as often as possible. This willingness to stay on top of the ever-changing landscape of the financial markets is something that has helped him educate hundreds of clients and is a big reason why he is so passionate about hosting his free financial educational seminars and events.
Who better than a two-car winning Mary Kay Cosmetics Director to manage and coordinate sales and marketing strategies for Brad Williams Financial Services? Having managed a staff of over 30 representatives, Robin is astute at planning events and seminars, and reaching out to those people who need professional help and quality financial advice.
Robin Williams recently joined her husband’s financial services team while still maintaining a small Mary Kay business of her own. With her sales and marketing background, she knows it is important to appeal to upcoming retirees who may have their money, assets, and investments scattered to the four corners of the financial spectrum, and that makes her a unique asset to the Brad Williams financial “family” — in more ways than one!
In keeping it all in the family, Brad and Robin’s daughter, Bonnie, works as a Marketing Coordinator and staff photographer. With strong sales and customer service skills she is a great addition to the team. Whether she’s covering the many seminars and workshops Brad Williams Financial Services hosts every month, or assisting in the office with client service needs, Bonnie is a worthy asset to the company.
Brad Williams Financial Services requires a strong and experienced manager. Overseeing compliance issues within the financial industry; managing and coordinating the massive amount of paperwork required by customers and the industry alike; communicating with customers about their most personal financial matters. Client Services Associate Brenda McMinemon fulfills those requirements to the letter!
With a bachelor’s degree in Human Resources from Athens State University and 26 years as a human resources and business manager in the manufacturing and insurance industries, Brenda has spent the past 10 years in the financial services industry, first with Mutual Savings Life Insurance in Decatur, and currently with Brad Williams Financial Services for the past three years.