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RFG Announces the Successful Acquisition of Williams Financial Advisors

by: Shannon Spotswood
published: July, 25th 2017


RFG Advisory Announces the Successful Acquisition of Williams Financial Advisors

Birmingham, Ala (July 14, 2017) Birmingham-based RFG Advisory, a high-growth wealth management firm, is pleased to announce the acquisition of a 51% interest in Williams Financial Advisors of Shreveport, Louisiana. Founded and led by 30-year industry veteran Tommy Williams, CFP®, Williams Financial Advisors is a trusted and recognized leader in personalized wealth management. “Three years ago, I formed a partnership with Bobby White and RFG as part of my succession strategy, and this transaction is an important step in that process.” Tommy stated. He went on to say, “It all comes down to trust. With RFG, I have a trusted partner with a shared value system – clients come first, deliver only valuable service and always act with upmost integrity. I look forward to continuing to lead Williams Financial Advisors and working with RFG in the years to come. I have committed to continue my role as President and Advisor for six years, which fits my life plan – and that of my colleagues very well. Most importantly, this transaction provides perpetual continuity our clients need to fulfill the financial objectives set forth for them and their families.” Williams Financial Advisors has a team of four experienced investment professionals, Tommy Williams, CFP®, Chase Crump, CFP®, MBA, Dany Martin, MBA, Steve Carney, ChFC, and a five-person dedicated professional client service team. The firm is recognized for its holistic financial planning, disciplined investment management and pro-active service.

“This partnership between RFG and Williams Financial Advisors is a blueprint for how an Advisor leading a successful firm should craft a succession plan,” states Bobby White, Chairman and CEO of RFG Advisory. “Tommy has set-up his younger advisor partners for success and ensured the longevity of his firm to serve his clients today and in the future.”

A key piece of Williams Financial Advisors success is that Tommy has attracted talented, young advisors including Chase Crump, Dany Martin and Stephen Carney to the firm. As part of this transaction, this future generation of leaders each became owners in the Company. “From the beginning, it was important to us that all the stakeholders had ownership,” adds Shannon Spotswood, President of RFG Advisory. “We are committed to building long-term relationships and for us that means everyone’s interests are aligned and invested in our shared future success.”

With this acquisition, RFG Advisory continues its successful track record of growth through succession-driven partnerships and independent advisor affiliation. RFG Advisory services ~ $1.5 billion in brokerage and advisory assets* and has a total of 35 advisors across four locations - Birmingham, as well as offices in Naples, Fla., St. Louis, Mo., and Shreveport, La. 

About RFG Advisory

Named a Top 300 Registered Investment Advisory firm in the U.S. by the Financial Times**, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and institutional-caliber investment management.   RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. For more information, please visit www.rfgadvisory.com.

Securities offered through LPL Financial. Member FINRA / SIPC.  Investment advice and financial planning offered through RFG Advisory Group, LLC, a registered investment advisor.

*As of 12/31/16

**2017 award criteria includes managing at least $300 million in assets and assets under management, asset growth, compliance record, experience, credentials and online accessibility.

 

https://www.bizjournals.com/birmingham/news/2017/07/25/growing-birmingham-financial-company-acquires.html

 

 


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