David Williams
About David Williams
David Williams is a Financial Representative at Mutual of Omaha, where he has worked since 2011. He specializes in creating financial strategies for various professionals and is licensed to offer securities and insurance in Ohio.
Work at Mutual of Omaha
David Williams has been a Financial Representative at Mutual of Omaha since 2011. Over the course of 13 years, he has developed expertise in creating tailored financial strategies for various clients, including sales professionals, medical practitioners, executives, and business owners. His role involves helping clients adjust their financial plans as their needs evolve throughout their lives. Williams operates from the office located at 2 Summit Park Drive, Suite 140, Independence, Ohio 44131.
Education and Expertise
David Williams earned a Bachelor of Arts (B.A.) in Economics from Oberlin College, where he studied from 1979 to 1983. His educational background provides a strong foundation for his work in financial strategy development. He specializes in offering financial protection and wealth-building solutions for individuals, families, and professional organizations. Williams is licensed to provide securities and insurance services in Ohio.
Background
Before joining Mutual of Omaha, David Williams held significant positions in human resources and operations. He served as the Executive Director of Human Resources and Operations at Lorain City Schools from 2002 to 2007. Prior to that, he worked as a Personnel Administrator for Cuyahoga County from 1997 to 2002. These roles contributed to his understanding of organizational dynamics and client needs.
Professional Focus
David Williams focuses on providing financial protection and wealth-building strategies tailored to the unique needs of his clients. His work encompasses a diverse range of professionals, including those in sales, medical fields, and executive roles. By adapting financial strategies to the changing circumstances of his clients, he aims to support their long-term financial health and stability.