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Edward W
CFP®, Series 63, Series 65
Phoenix, AZ
OSAIC
Edward Williams is a CFP® with 35 years of experience in the financial services industry. He is currently with OSAIC, having joined in 2024, and previously worked for Mutual/United of Omaha Insurance Company for nearly three decades. In addition to his advisory role, he owns a retail sporting goods business in Phoenix, Arizona, and provides pro bono tax preparation assistance to older individuals from his church. OSAIC serves a wide range of clients, including individual investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of financial advisers. The firm employs advanced asset-allocation tools and supports various investment platforms, combining discretionary and non-discretionary account management.
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