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Brent  Williams

Brent Williams

Financial Consultant, Retirement Planning Specialist

Bellevue, WA

Mobile Phone: (253) 925-5138

Website: https://www.BrentEWilliams.com

As a Retirement Planning Specialist with Equitable Advisors, I focus on helping high-income earners at companies like Amazon, Microsoft, Boeing and Weyerhaeuser build, manage and protect their wealth using various financial strategies. These strategies involve retirement planning, risk management, tax-efficient investments, life insurance and estate planning. I create a financial plan that takes my clients' life goals, risk tolerance, liquidity needs, tax liabilities and financial responsibilities into consideration. Survivorship needs and estate planning are also significant components because my clients’ needs typically include protecting their wealth from estate taxes such that they're able to pass on their wealth tax-efficiently.

My clients value my ability to quantify their specific goals and objectives into a strategic plan that meets their financial needs. Equitable provides me with access to a large network of resources, products and services to help my clients.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: 0D56144


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.