Jeff & Kristina Williams,
4706 Walnut Hill Drive
Evans, GA 30809
About Westbrook Securities
In 2004 Jeff and Kristina Williams were busy starting a lot of things…a marriage, a family, and…a local investment firm – Westbrook Securities. Though new to operating their own business, they were no strangers to the industry, having previously worked for other nationally recognized firms, they bring a combined 25 years of experience to the table. After working together at a local investment firm, they found they both shared a passion for focusing on local business and serving the community in which they lived. That passion combined with their growing family helped them realized that what clients really needed were representatives that were flexible, adaptable, personable, and attentive to each individual’s needs.
Operating their business from their home in Evans, they often meet with their clients at their location even if that means after hours, on weekends, and during holiday’s. They feel that many people struggle to shift complicated family schedules in order to meet with advisors, so the Williams decided to bring back the house call. This approach has worked as they now have clients from Texas to Alaska. Their holistic approach involves listening to the clients histories and insights at length before designing strategies that range from investment and insurance needs to wealth management and estate planning.
Westbrook Securities is definitely a new generation of Investment Firm. Jeff and Kristina Williams truly have a passion for service and for accommodating the needs of others. They look forward to each new story, each new history, and each new family. Helping individuals achieved financial goals on their own terms is what is driving Westbrook Securities ahead in the local community.