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Patrick Williams

Patrick Williams

Founder & Principal

My name is Patrick Williams and I have been managing investor assets since 1985 to provide a comprehensive customized approach to individual investors who wanted to take advantage of my experiences, knowledge and methodology. With more than 30 years of investment experience, I have weathered both the ups and downs of the market cycles. My goal is to minimize portfolio downside exposure while maximizing the risk adjusted returns required by investors who seek to preserve and/or grow their portfolios.

I began my career in 1985 with a regional financial planning group Northstar Resources Group, Minneapolis, MN. Subsequently I founded The Williams Group, Inc. in 1988, for seventeen years I managed and grew an organization which focused on retirement plans, employee benefits and investments. In 2002, being a founding principal and managing partner of KNW Group, LLC. which I later successfully negotiated the sale of the company to  National Financial Partners  in 2004.  In 2008 I embarked on starting a new organization the Williams Group, designed to address and meet the needs of individuals, focusing on the management of individual participant retirement plan investments.

My career has included a variety of responsibilities as a financial planner, retirement plan specialist, investment advisor and plan fiduciary. I have been a frequent seminar speaker on personal investing and retirement plans. I assist my clients in all areas of personal income planning, investment management and retirement income distribution planning.

I am Investment Adviser Representative (IAR) licensed in Florida. I have earned the professional designation of ACCREDITED INVESTMENT FIDUCIARY® AIF from the Foundation for Fiduciary Studies in association with Joseph M Katz Graduate School of Business, University of Pittsburgh. The AIF® designation is the mark of commitment to a standard of investment excellence.