Orian Williams, Jd, Ll.M, Cfp®

Orian Williams, Jd, Ll.M, Cfp® Email and Phone Number

Managing Director - Southeast Region| Juris Doctor| Thought Leader| High-Net-Worth Strategy & Tax Discussion Lover| CERTIFIED FINANCIAL PLANNER™ @ Pacific Life
Orian Williams, Jd, Ll.M, Cfp®'s Location
Nashville Metropolitan Area, United States, United States
Orian Williams, Jd, Ll.M, Cfp®'s Contact Details

Orian Williams, Jd, Ll.M, Cfp® work email

Orian Williams, Jd, Ll.M, Cfp® personal email

Orian Williams, Jd, Ll.M, Cfp® phone numbers

About Orian Williams, Jd, Ll.M, Cfp®

At Pacific Life, experience in wealth strategy and legal acumen converge in my role, shaping strategies for clients. My tenure is marked by success in fostering robust Registered Investment Advisor relationships within the Southeast and steering new business development, rooted in a comprehensive grasp of annuities and financial planning.The trust placed in my guidance by fiduciary advisors at RIAs stems from a concerted approach that melds advanced planning principles with a keen understanding of tax-deferred strategies. Our team's collaborative efforts aim to navigate the complexities of wealth management, ensuring a legacy for our clients. I have the series 7, 24 ,51, 63, and 65 licenses.

Orian Williams, Jd, Ll.M, Cfp®'s Current Company Details
Pacific Life

Pacific Life

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Managing Director - Southeast Region| Juris Doctor| Thought Leader| High-Net-Worth Strategy & Tax Discussion Lover| CERTIFIED FINANCIAL PLANNER™
Orian Williams, Jd, Ll.M, Cfp® Work Experience Details
  • Pacific Life
    Managing Director- Pacific Life Advisory Southeast Region
    Pacific Life Aug 2022 - Present
    Newport Beach, Ca, Us
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  • Pacific Life
    Senior Advisory Consultant
    Pacific Life Dec 2020 - Aug 2022
    Newport Beach, Ca, Us
    View
  • Jackson
    Director Of Advanced Planning- Wirehouse Firms
    Jackson Mar 2019 - Dec 2020
    Lansing, Mi, Us
    View
  • Allstate Financial Services, Llc
    Financial Sales Consultant
    Allstate Financial Services, Llc May 2018 - Mar 2019
    Lincoln, Ne, Us
    View
  • Jackson
    Regional Vice President
    Jackson Jan 2017 - Apr 2018
    Lansing, Mi, Us
    View
  • Jackson
    Director Of Advanced Markets
    Jackson Dec 2014 - Jan 2017
    Lansing, Mi, Us
    View
  • Massmutual Financial Group
    Registered Representative
    Massmutual Financial Group Jul 2011 - Dec 2014
    Springfield, Massachusetts, Us
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  • K. Orian Williams Attorney At Law
    Managing Partner
    K. Orian Williams Attorney At Law Oct 2007 - Dec 2014
    Provides effective and efficient representation to creditors in the area of Bankruptcy and Collections.
  • Irwin Fritchie Urquhart & Moore Llc
    Associate Attorney
    Irwin Fritchie Urquhart & Moore Llc Jan 2008 - Sep 2010
    New Orleans, La, Us
    Represented local, regional, and national companies in the areas of Pharmaceutical & Medical Device; Products Liability; Casualty; Insurance; Environmental; Employment; & Toxic Tort.
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Orian Williams, Jd, Ll.M, Cfp® Skills

Estate Planning Retirement Planning Investments Finance Financial Services Public Speaking Strategic Planning Employee Benefits Microsoft Office Customer Service Mutual Funds Asset Management Insurance Wealth Risk Management Securities Financial Planning Financial Advisory Wealth Management Budgets Series 24 Hold Series 7 Sales Annuities Securities Regulation Investment Strategies Asset Protection Income Tax Succession Planning Customer Relations 401k Equities Business Planning Legal Writing Legal Research Asset Allocation Leadership Management Presentations Wholesaling Series 65 Wealth Building New Business Development Wealth Transfer Estate And Gift Taxation Estate Tax Planning Multi Generational Wealth Transfer Series 51 Territory Management Territory Development

Orian Williams, Jd, Ll.M, Cfp® Education Details

  • Loyola University New Orleans College Of Law
    Loyola University New Orleans College Of Law
    Law
  • Thomas Jefferson School Of Law
    Thomas Jefferson School Of Law
    Taxation And Wealth Management
  • University Of Alabama At Birmingham
    University Of Alabama At Birmingham
    Communications And Marketing

Frequently Asked Questions about Orian Williams, Jd, Ll.M, Cfp®

What company does Orian Williams, Jd, Ll.M, Cfp® work for?

Orian Williams, Jd, Ll.M, Cfp® works for Pacific Life

What is Orian Williams, Jd, Ll.M, Cfp®'s role at the current company?

Orian Williams, Jd, Ll.M, Cfp®'s current role is Managing Director - Southeast Region| Juris Doctor| Thought Leader| High-Net-Worth Strategy & Tax Discussion Lover| CERTIFIED FINANCIAL PLANNER™.

What is Orian Williams, Jd, Ll.M, Cfp®'s email address?

Orian Williams, Jd, Ll.M, Cfp®'s email address is or****@****hoo.com

What is Orian Williams, Jd, Ll.M, Cfp®'s direct phone number?

Orian Williams, Jd, Ll.M, Cfp®'s direct phone number is +151732*****

What schools did Orian Williams, Jd, Ll.M, Cfp® attend?

Orian Williams, Jd, Ll.M, Cfp® attended Loyola University New Orleans College Of Law, Thomas Jefferson School Of Law, University Of Alabama At Birmingham.

What are some of Orian Williams, Jd, Ll.M, Cfp®'s interests?

Orian Williams, Jd, Ll.M, Cfp® has interest in Children, Education, Economic Empowerment.

What skills is Orian Williams, Jd, Ll.M, Cfp® known for?

Orian Williams, Jd, Ll.M, Cfp® has skills like Estate Planning, Retirement Planning, Investments, Finance, Financial Services, Public Speaking, Strategic Planning, Employee Benefits, Microsoft Office, Customer Service, Mutual Funds, Asset Management.

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