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Client & Community Events


More than Money is not just a tagline; it's our guiding principle.

Our goal is to be part of the fabric of the community. For this reason we provide Educational, Social and Community events to our clients and their guests.

  • Investor Education Events
    Affectionately we call this Williams Wealth University. Our educational events are designed to help you better understand the terms, techniques, and technology that we use to organize your finances.
  • Lifestyle and Community Events
    Building trust with our clients goes beyond quarterly reviews. We host and participate in variety of fun events to build stronger relationships and support our local and regional community. Some favorites include Nine & Dine (golf & dinner social), local wine/beer tastings, celebrity chef cooking classes, and more!
  • Non-profit Support
    Each member of out team is a strong supporter and frequent participant in the fund-raising efforts of numerous non-profit organizations including the Hernando DeSoto Historical Society, Conquistador Historical Foundation, PACE Center for Girls, Feeding Empty Little Tummies (F.E.L.T.), Miracle League, and many others.

Click on each of the events to learn more about them.


February 22, 2018

5:30p - 9:00p

Bradenton Country Club

State of the Markets

Wondering what to make of 2017—and how to prepare for the year ahead? We are here to offer the insight you need. The past 12 months brought a strengthening economy and record highs for U.S. markets.1 But will the good times last? Join us as we analyze what happened in 2017 and what may be on the horizon in 2018. We encourage you to bring family and friends who want fresh perspectives on the markets and economy.


August 1, 2018

8:00a - 11:00p

Market Halftime Report

Coming Soon!

Event Registration

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