Our Team

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Matt Williams, CFP®

Since joining the financial services industry in 2007, Matt has developed his business to offer creative and innovative investment, financial, business succession, and estate planning solutions to a diverse client base of entrepreneurs, business owners, professionals, and their families in Austin and around the country. Matt has worked with companies on the Austin Business Journal’s “Fast 50” list, Inc 5000, and Inc 1000 companies.

Matt is a CERTIFIED FINANCIAL PLANNER™ CFP® PROFESSIONAL and recognizes and abides by the strict duties, obligations, and practice standards outlined by the CFP Board; in how he serves his clients and in the profession of financial planning.

Matt has resided in Austin, Texas, for over 25 years. He grew up in Baton Rouge, Louisiana, and moved to Austin to earn his degree in Music Performance from the University of Texas. Before entering the Financial Services industry, Matt worked in fundraising and helped raise hundreds of thousands of dollars for non-profit performing arts organizations.

Matt was drawn to the financial services industry because it appealed to his traditional family and financial independence values while offering the freedom to run his own business. He founded Williams Wealth Strategies in 2007 and quickly realized he could apply the creativity he cultivated throughout 30 years as a musician to his financial career. “Composing” a truly customized financial solution appropriate for a client’s specific assets and financial objectives requires as much artistry as it does science.

Matt lives in Central/Northwest Austin with his wife, daughter, son, two rescue dogs, and a comfort cat.

Education and Designations

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

For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

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Affiliations

  • Member, TeXchange 2014-Present
  • Affiliate Member, ARMA (Austin Regional Manufacturing Association) 2014-16
  • 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
  • Central Texas Study Club for Dentistry and Related Specialties and Sub-specialties
  • University of Texas School of Law
  • Texas Association of Business Brokers (TABB)
  • New York Life Austin General Office
  • New York Life Top Producers
  • New York Life Executive Council, Washington, DC

Community Involvement

  • Austin Child Guidance Center, Development and Music Event Committee 2011-2014
  • Austin Classical Guitar Society, international concert series sponsor 2013-14 Season
  • Entrepreneurs Organization Sponsor 2014-15

Ten Fun Facts

  1. Matt lives in central Austin with his wife Alison, daughter Amelia, and son Quinn. He enjoys spending time with his family, cooking, enjoying live music, golfing, travelling and fishing.
  2. Matt earned a Bachelor of Music Performance in Classical Guitar from the University of Texas School of Music, College of Fine Arts in 2001. He studied in Quebec in the summers of 1998 and 1999 and competed there in an international guitar competition.
  3. Matt has played music since age 6, starting with the piano and moving to the guitar at age 13.
  4. Matt plays classical, jazz, electric and acoustic guitar, piano, bass guitar, and 10 string E9 Pedal Steel guitar.
  5. Matt ran bands in Austin for several years where he composed all of the music, booked and marketed all performances, and managed personnel.
  6. Matt and his family have 2 rescue pups, a rescue cat, and a hermit crab.
  7. Although he has spent his lifetime in the Southern United States, Matt was born in Providence, Rhode Island.
  8. If asked "beach, mountain, or lake" Matt will always reply "beach," although due to his current land-locked status in Austin, Texas, that answer might often change to "golf course."
  9. Although he is a UT Longhorn alum, because Matt grew up in Baton Rouge, he has been to more LSU football and basketball games than UT games.
  10. Matt has been fly fishing in some of the country's premier freshwater locations.

The Nautilus Group® Team

 

Eagle Strategies Team

 

*MDRT is widely recognized as the standard of excellence in life insurance sales performance.
**Matt is a Nautilus Member Agent. The Nautilus Group® is a service of New York Life Insurance Company.

Matt holds the following licenses: FINRA Series 7, 6, 63, & 65 and Group One General Lines, Life, Health, and Disability.