published: May, 20th 2019
Since starting his career in financial services, Dany Martin, Partner and Wealth Advisor of Williams Financial Advisors LLC, prioritized client relationships above all else. This client-centric approach helped Martin rise through the ranks of retail banking, break away from the brokerage world, and become a partner of Williams Financial Advisors, LLC.
“Rather than be a transaction-based advisor, I have always worked to serve my clients’ best interest,” said Martin. “After trial and error with different software and business models, I’ve finally found my perfect fit with HiddenLevers and RFG Advisory.” RFG Advisory is an RIA that is affiliated with Williams Financial Advisors, LLC.
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