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Last updated on April 19, 2014 at 1:20 EDT

Dave Williams Named ‘Advisor of the Year’

September 7, 2009

INDIANAPOLIS, Sept. 7 /PRNewswire/ — Financial advisor Dave Williams, president of Brownsburg-based RDW Financial Group was named Advisor of the Year by Senior Market Advisor magazine. The highly coveted award is one of the most prestigious in the industry, and was officially presented at the Senior Market Advisor Expo in Las Vegas. Senior Market Advisor is one of the nation’s premier sources for the latest trends and effective strategies for serving the financial needs of seniors.

(Photo: http://www.newscom.com/cgi-bin/prnh/20090907/PH71466 )

“I’m honored to be named Senior Market Advisor of the Year,” said Williams. He and the secret to his success will be the cover story of the magazine’s September 2009 issue. In the article, Williams says, “There is no substitute for persistent, hard work. . .if you truly want to stand out, you must go above and beyond in every level of service that you provide.”

When asked about the criteria for the award the editors at Senior Market Advisor wrote, “We look at production, high ethical standards and active community involvement. When considering the Advisor of the Year, we are also looking for a producer who has a big-picture view of the industry. It’s no secret that major regulatory developments are taking place within financial services circles and the winner should have a plan to address these changes.”

Williams puts a great deal of effort into his relationships with both his clients and his peers. He requires annual reviews with each client to hear their dreams and goals in addition to educating them about current challenges and opportunities. Williams also works closely with peers across the country in both support and advisory roles. “. . .I believe I am one of the luckiest people alive,” Williams is quoted as saying, “I love what I do. I tell people that this is not a job but a passion.”

RDW Financial was created in 2000 by Dave Williams and specializes in financial planning for retirees and those about to retire. The company is dedicated to providing information to help clients make better decisions, and avoid mistakes that can drain retirement savings. The company’s goal is to take the mystery out of investing, preparing for retirement, managing risk and preserving wealth.

SOURCE RDW Financial


Source: newswire