Our Team

Founding President & CEO, Investment Advisor Representative

Brad Williams

Brad is an Investment Advisor Representative specializing in Retirement and Estate Planning. He has been an independent financial advisor and President/CEO of Brad Williams Financial Services, LLC, since 1987. Brad’s wife Robin and his daughter Bonnie also work for the firm, marketing, coordinating, and planning Brad’s many free educational seminars and events throughout the area.

In addition to owning his own company, Brad is a two-time past president and active member of Huntsville’s oldest and best-known Business Networking International (BNI) affiliate, Heritage BNI. He is also a past member of the Board of Advisors of Senior Market Advisor magazine.

Brad Williams Financial Services, LLC, has an A+ rating with Huntsville Better Business Bureau.

Brad hosts his own radio show, The Ask Brad Show, which airs every Saturday on WBHP 800/1230 AM and 102.5 FM from 9:00-10:00 a.m., 1:00-2:00 p.m., and 4:00-5:00 p.m. He is frequently sought out to appear on top financial news radio shows nationwide.

From Corporate Climber 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 an instinct for the business.

Today, that “small start-up delivery company” is FedEx, and despite 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 encouragement from his 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 bold 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 received advice from his first boss in the financial industry that would not only help elevate his career but would also benefit many of his clients throughout the years. The advice he received was:

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 one 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 has helped him educate hundreds of clients and is a big reason why he is so passionate about hosting his own free financial educational seminars and events.

Executive Assistant

Lisa Berry

Lisa graduated from Calhoun Community College and holds an associate degree in Applied Science in Business Administration/Office Technology and now has over 20 years in office management and bookkeeping. Previously, Lisa served in the U.S. Army as a Tactical Microwave/Satellite System Operator. She has two grown sons.

Lisa has been involved in a variety of volunteer opportunities, including as a PTA president, working with child advocacy groups and dog rescues, and serving as a volunteer for the North Alabama Zoological Society.

When not volunteering in off time, she loves to kayak, swim, and hang out with her Maltipoo, Gizmo.

Marketing Coordinator

Lexi Griffin

Retirement Income Source® is proud to introduce Lexi Griffin, our Marketing Coordinator. Lexi brings five years of marketing experience to our team and is committed to connecting with others and creating messages that resonate with them. She graduated with honors from Athens State University with a bachelor’s degree in marketing, demonstrating her passion and dedication to her professional life.

Lexi loves all things fashion, which she demonstrates through her everyday office attire. She also enjoys reading, shopping, and traveling. Lexi is also a cat lover, owning four of her own.

Overall, Lexi is the definition of a go-getter, which is passed down from her two parents who are hard-working business owners. She is known for keeping herself busy, even when she needs to relax. With her bubbly personality and endless love for people, Lexi is a valuable asset to Retirement Income Source®.

Client Service Advisor

Ty Erb

Retirement Income Source® welcomes Ty Erb as our new Client Service Advisor. Ty joins us from an extensive career in the financial services industry. While mostly his experience comes from banking and lending, he’s been a licensed advisor for over 15 years, making him extremely versatile in taking care of a variety of financial needs for clients. Ty is from Montgomery, and he graduated from Auburn University at Montgomery. He recently moved to the Huntsville area with his family.

He enjoys coaching soccer, skateboarding, and playing baseball and tennis with his two sons. He’s been married to his wife, Kimberly, for over 13 years and consistently brags about her cooking. You may also hear Ty strumming the guitar and singing at a local area restaurant from time to time. With all the activities Ty enjoys, he often finds connections with people and has a passion for helping clients achieve their financial dreams.

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