Qualifications

Education and Designations

  • CERTIFIED FINANCIAL PLANNER™ CFP® PROFESSIONAL
  • Bachelor’s degree in Fine Arts, University of Texas, 2001
  • Fellow, Life Underwriter Training Council (LUTCF), The College of Financial Planning

Affiliations

  • Member, TeXchange, 2014 - present
  • Affiliate Member, ARMA (Austin Regional Manufacturing Association), 2014 - present
  • Member, The Nautilus Group®, 2010 - present
  • Registered Representative, NYLIFE Securities LLC
  • Financial Adviser, Eagle Strategies LLC
  • Member, Million Dollar Round Table*, 2008 - present
  • Member, NAIFA (National Association of Insurance and Financial Advisors), 2008-present

Speaking Engagements

Matt has delivered presentations for a diverse set of organizations, including:

  • Entrepreneur’s Organization, 2015
  • Central Texas Study Club for Dentistry and Related Specialties and Sub-specialties, 2014
  • University of Texas School of Law, 2013
  • Texas Association of Business Brokers (TABB), 2011 - 2013
  • New York Life Austin General Office, 2008 - 2013
  • New York Life Top Producers, 2013
  • New York Life Executive Council, Washington, DC, 2009

Publications

  • "Set your growing enterprise up for success, consider a financial QB,” Austin Business Journal, October 10, 2014"

Community Involvement

  • Austin Child Guidance Center, Development and Music Event Committee, 2011 - 2014
  • Austin Classical Guitar Society, international concert series sponsor, 2013 - 2014 season
  • Entrepreneurs Organization Sponsor, 2014 - present

* MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.
Matthew Williams, LUTCF, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency, 6200 Bridgepoint Parkway, Bldg IV, Suite 300, Austin TX, 78730, 512-329-4200; and affiliated as a financial adviser with Eagle Strategies LLC, a Registered Investment Adviser. Matt Williams is a Member of The Nautilus Group®, a service of New York Life Insurance Company. Membership is limited exclusively to the Company’s agents. New York Life, its agents, employees, and affiliates do not provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professionals before implementing any planning strategies. Williams Wealth Strategies is not owned or operated by New York Life or its affiliates. 1653403 6.5.2017