Bob Williams Email & Phone Number

As a former financial advisor who moved firms only once in 35+ years, I know how easy it can be to to get comfortable in your present situation. But circumstances like a management change can occur overnight and it's always good to have a back-up plan. We at the Terrana Group are consultants and not just recruiters. Representing dozens of companies (including some top bracket firms) nationally, we bring a lot to the table in terms of due diligence and knowledge of the current opportunities that are available on the Street. Decision making has become quite complicated with a myriad of options that has become increasingly broad. There are some really great boutique shops and other types of specialty firms as well as the majors. We also advise on the various independent and hybrid channels offered so that you can maximize your net payout. It's our job to learn about your practice and help you determine the right fit and the best home for you and your clients. If your firm is looking for growth, the Terrana Group can serve you. Whether you are a solo practitioner or have a national footprint, let us tell you how we can bring you advisors, assets, and revenue. And if you have a practice you would like to sell or need a succession strategy, talk to us. We can make introductions or let us anonymously shop your business in your market, bring you bids to consider, and let you hold interviews with potential buyers to ensure they are the best fit for your clients. Bob Williams was a financial advisor for 36 years with clients including banks and bank trust departments, corporations, non-profit foundations and numerous individuals. A native of Little Rock, Arkansas,Bob was regularly quoted in both national and local publications. He has served as a weekly contributor to local ABC and CBS affiliates offering viewers consumer business and financial market information.

Listed skills include Banking, Nonprofits, Investments, Portfolio Management, and 25 others.

• 

  The University Of Arizona

  Marketing