Peter M. Williams & Co.
Peter M. Williams & Co. are innovators and strategic thinkers. We believe that wealth transfer strategies start with a solid relationship and trusted guidance. Wherever our clients are in life, they deserve the experience and knowledge to help them succeed. Our focused approach helps unravel the most complex financial issues to help clients plan for their future and their family’s future.
Peter M. Williams & Co. has provided practical ideas, custom solutions and personal services for our client’s important financial decisions for over 35 years. We are experienced in wealth transfer strategies and Private Placement Insurance and can create flexible and customized wealth transfer and preservation solutions. By listening, through education and building personal relationships, our clients have access to guidance, a strategy that works to help preserve their wealth and minimize taxes, and a long-term value for future generations.
Peter M. Williams, CLU, ChFC
President
Peter M. Williams is founder and president of Peter M. Williams and Company, a Member Firm of M Financial Group. Peter has more than 35 years of experience designing and implementing sophisticated wealth-transfer strategies for ultra-high net worth individuals and corporations. He also has significant experience in both onshore and offshore private placement life insurance. He is a lecturer at conferences on both private placement insurance and wealth-transfer strategies, and has written a number of pieces on both subjects. His work has appeared in Trusts and Estates magazine and he is the co-author of The PPLI Solution (one of the few books existing on the subject of private placement insurance).
Peter has spoken all over the country on private placement insurance to advisors of ultra-high net worth individuals and their families, and works frequently with a large number of nationally-recognized family offices, investment banks and law firms. He is adept at partnering with such trusted advisors to design, implement, and service strategies that help enhance wealth transfer between generations and reduce tax consequences.
In addition to his work, Peter is actively involved in his community and his church. In 2009 he earned the distinction Philanthropist of the Year by Florida Hospital, and he currently sits on the Advent Health for Children board.
Peter earned his finance degree from Stetson University, and his Chartered Life Underwriter and Chartered Financial Consultant designations from the American College. He has long been a member of Finseca (previously the American Association of Life Underwriters), and currently holds his FINRA Series 7, 24, and 63 securities registrations.
Peter can be contacted at peter.williams@peterwilliamsco.com.
Andrew Best CFP®
Andrew Best began his financial career at Charles Schwab, where he specialized in working with Registered Independent Advisors (RIA’s). At Schwab, he filled several roles from day-to-day operations of the RIA’s to being the alternative investment specialist on his team. Andrew was hired away from Schwab to continue his career at Orlando based CNL. Here he was able to bring his experience and knowledge to help implement their flagship Private Equity Fund.
At Peter M Williams & Co. Andrew is combining his years of sales and operations success to cater to the ultra-high net worth PPLI clients that they specialize in.
Andrew is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds a FINRA series 7 and series 63 securities registrations and Florida 2-15 life and health insurance licenses.