MPACT, formerly with AXA Advisors, has also joined the Dallas-based Williams Financial Group, a provider of securities, brokerage, advisory and investment services which has approximately US$7.1 billion of AUM.
With this, MPACT will join Williams Financial Group’s over 280 affiliated independent Financial Professionals.
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Wilson Williams, CEO of Williams Financial Group, commented, "Williams Financial Group is confident that our independent status and client-centric approach along with the stability of National Financial Services, the clearing firm and subsidiary of Fidelity will facilitate a long term relationship with MPACT."
"Aligning with Williams Financial Group allows MPACT to have the agility necessary to invest in these volatile markets," said Eric Vander Drift, managing partner and retirement planning specialist at MPACT.
"The independence of Williams Financial Group will help us to encourage our clients to plan more thoughtfully, continue to save sensibly and invest their money more effectively" added John Farris, a partner at MPACT and a retirement planning specialist.
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