Broker Check

Kathy Williams, RFC® Wealth Manager

     

Kathy Williams, RFC® President and Wealth Manager

Kathy Williams is a seasoned professional dedicated to guiding individuals towards financial success. With over 30 years of expertise in wealth management, financial planning, and life coaching, Kathy brings a wealth of knowledge to her clients. Holding a degree in Organizational Leadership with a minor in Psychology from Southern Nazarene University, she has passed the Series 7, 65, 26. 6 exams and she continually pursues learning opportunities to enhance her skills.

Kathy's personal journey, marked by overcoming poverty, navigating a challenging divorce, single parenthood, and the loss of her teenage daughter, deeply influences her compassionate approach to assisting others facing similar life challenges. She is committed to empowering individuals to reach their full potential and achieve their life goals with the guidance of Planning, Accumulation, Growth, Preserving, and Managing their Wealth. Kathy aims to align her clients' values and purpose with their financial and life planning objectives all the while offering encouragement, education, and inspiration.

As an active member of prestigious organizations such as The International Association of Registered Financial Consultants (IARFC®), The Institute for Divorce Financial Analysts (IDFA®), and The ASSOCIATION OF AFRICAN AMERICAN FINANCIAL ADVISORS (AAAA), Kathy maintains a high standard of professionalism and stays abreast of industry developments.

Beyond her professional endeavors, Kathy is deeply involved in her community in Oklahoma City. She volunteers her time to educate young people and women about financial literacy and is engaged in various community groups, including Leadership Oklahoma City and the Alpha Kappa Alpha Sorority.

Residing in Oklahoma City with her husband Bob of over 38 years, Kathy cherishes time spent with her family, which includes three children, three grandchildren, and three grand dogs. When not working, she indulges in her passions for travel, documentary watching, reading, entertaining friends, listening to music, dancing, and exploring genealogy.

Friends and family might describe Kathy as empathetic, positive, grateful, humble, straightforward, authentic, faithful, and supportive. Kathy's top ten character strengths are gratitude, honesty, spirituality, hope fairness, perspective, love, humor, love of learning, perseverance. The values most important to Kathy are family,  striving for good health spirituality, integrity, service, ethics, stability, wealth, friendship, and philanthropy.