Brett Williams

After working for 22 years in the Insurance and Real Estate Sector, Brett decided to follow his passion for investing and sharing guidance and information with clients.  

 

Brett received his Bachelor of Science in Marketing at Villanova University.  He entered the financial services industry in 2002, but has been investing since he was 14.  His father encouraged him to always pay himself first with 10-15% invested in a Concentrated Investment.  He has obtained his Series 6, 7, 63 and 66 securities license, and holds his life and health insurance licenses.  He is an Investment Advisor Representative with Independent Financial Group and works closely with Dean Crouthamel of DRC Financial.  He also obtained his Mortgage Loan Officer license.  

 

Brett and his wife, Stephanie have enjoyed more than 20 years of marriage and have three children, two boys, Chase and Maddox and a daughter, Makynna. They reside in Allentown, NJ; love the Phillies and the beloved Eagles, as well as skiing as a family, or enjoying the Jersey Shore together.  He is also the Vice President of the Upper Freehold Board of Education and President of the Men’s Softball League.