ANTHONY C. WILLIAMS
CWS, ChFC, MRFC, CLU
Investment Advisor Representative
My mission is to make a difference. Each day provides an opportunity to enhance the lives of others while also bettering myself: embracing the grind, demonstrating grit, problem solving, self-reflection, internalization and a constant desire for personal and professional improvement. This value fuels my drive for the work we do and I feel sets me apart as an Investment Advisor Representative.
I take great pride in the connection we have been able to foster with our clients, who have come to expect and appreciate uncompromising integrity from our services. Each client is uniquely important and the relationships we develop are long term and mutually beneficial. The trust and respect created allows us to challenge our clients to make the difficult decisions needed to help pursue financial freedom.
For over two decades, I have worked with Orthopaedic Surgeons, Specialty Doctors and high net worth individuals throughout the United States addressing their unique issues. This experience led to the emergence of our newest brand, the Orthopaedist Advisory Group, which provides Orthopaedic Surgeons and their families with strategies to accumulate wealth and help to lessen overall risk for increased financial confidence.
My work at Mosaic also sees me stepping away from the office onto a larger stage, and you will frequently find me appearing across the country as a featured keynote speaker on issues pertinent to Orthopaedic Surgeons at physician groups, annual Orthopaedic Trauma and California Orthopaedic Associations meetings, and teaching hospitals.
I am a graduate of Arizona State University Business School (go Devils!). I earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designation awarded by The American College of Financial Services. I am also a Master Registered Financial Consultant (MRFC).
Outside of my work here at Mosaic I serve in many capacities with Stepping Stones of Hope, a non-profit organization assisting children and their families having experienced the death of a loved one. I am also a past board member and current Camp Director for Camp Reach, and volunteer for Camp Paz.
I enjoy spending time with my wonderful wife Wendy, a registered nurse, and our dogs, Lily and Gracie. Vacations will often find us in Rocky Point, Mexico, walking the beach, swimming and exploring. Our goal is to not just see the world, but to experience it. Fitness and healthy living are tenets in our lives.