Edward R. Williams
Author/Principal & CEO Williams Financial Group
Edward is an experienced and knowledgeable advisor, and ready to work with you to ensure you and your family’s financial future.
Edward attended undergraduate at Howard University, Business School at University of Maryland, and led investment competitions at Oxford University. Edward is an accomplished author and registered representative who works with investment company products, annuities, mutual funds, life insurance, estate planning, and retirement strategies to help individuals and families grow their wealth.
His latest book titled “Wealth Building For Beginners” was released on November 1st, 2020. “Wealth Building For Beginners“ is an instruction manual for ordinary people to build wealth from any starting point. Edward’s dad drove a taxicab and his mom was a court secretary, and growing up the number one priority with money was finding a way to get the bills paid. There were never any conversations about saving and investing. After hitting rock bottom, a significant event forced Edward to create an immediate, practical system for thriving financially, not only surviving, and he titled it The Wedge™. It’s a process of applying baby steps to overpower procrastination and using that momentum for building more wealth. The Wedge™ offers a foundation and framework for achieving financial success. After transforming his own debt into wealth with his Wedge™ strategy, he has been teaching The Wedge™ concept to hundreds of thousands of people.
Over the past 23 years, he has worked with numerous individuals, and businesses, to help plan for a successful financial future. His expertise in international business and finance has led to being featured in top publications in Rome, Italy such as La Repubblica. Being fluent also in the Italian language has welcomed international clients to his financial practice. Edward was announced as a Million Dollar Round Table Member in 2018.
After working as an investment banker on Wall Street in New York, as well as London, England, Edward made the decision to start his own financial services company, Williams Financial Group, LLC. The Williams Financial Group is currently known for working with faith-based communities and instituting their cutting-edge process of a financial wedge to help congregation members achieve wealth. As quoted by Edward, “In my opinion, The Wedge™ is the only engine that separates the have’s and the have not’s. If it’s properly built, then a financial need or concern doesn’t exist.”
As a planner, Edward’s main goal is to help you make well-informed decisions on what types of financial tools are the right fit for accomplishing your goals. He also emphasizes the need to adjust financial plans as your goals and needs change. His team consists of wealth strategies consultants, life insurance consultants, advance planning, high net worth groups, retirement specialist, long–term care consultants, and a unit for small businesses. He believes in developing client relationships based on integrity, accountability, and excellent service.
As a gift for the holidays, all attendees of the 2021 Spring Wealth Tour will receive a free digital copy of Edward’s book, when released November 1st, 2020. The book will also be available for sale in print.