MPACT Financial Establishes Itself as an Independent Wealth Management Company in Dallas and Joins Williams Financial Group

DALLAS, Feb. 23, 2012 /PRNewswire/ -- Williams Financial Group, a privately held Dallas-based financial services firm providing securities, brokerage, advisory and investment services with approximately $7.1 billion of assets under management is pleased to welcome MPACT Financial (MPACT) to join its over 280 affiliated independent Financial Professionals. MPACT, formerly with AXA Advisors, established itself as an Independent Wealth Management Company on January 13th, 2012 in Dallas, Texas with approximately $150 million of assets under management.  MPACT helps individuals, families and business owners manage risk in all phases of investing with an exclusive focus on Retirement Strategies, Estate Conservation and Business Succession Strategies. 

"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," said Wilson Williams, CEO of Williams Financial Group.

The company's leadership team is Eric Vander Drift, John C. Farris, Crystal Arredondo, Raegan Arrington, Vatsal Assar, Philip Strunk and Kim Tillinghast. The group has an extremely collaborative approach with a focus on creating Dynamic Portfolios to optimize gains and minimize volatility," said Dee Morgan, Senior Vice President Recruiting of Williams Financial Group.

"Aligning with Williams Financial Group allows MPACT to have the agility necessary to invest in these volatile markets," said Eric N. Vander Drift, Managing Partner and Retirement Planning Specialist at MPACT. Eric brings over 30 years of business and financial experience to developing wealth management plans with an emphasis on helping clients manage risk and invest with confidence.

"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," notes John Farris, a Partner at MPACT and a Retirement Planning Specialist.  "We recognize that the security of retirement for Americans is more fragile than ever.  Our team brings a variety of expertise in this area and has developed a proprietary 3-phase planning model for retirement income and estate conservation."  "We strive to make a positive impact and meaningful differences in people's lives," adds Crystal Arredondo, Partner and Retirement Planning Specialist.

MPACT Financial Group
An independent private wealth management company headquartered in Dallas, Texas. http://www.mpactfinancial.com MPACT Financial 12720 Hillcrest Rd. Suite 1020, Two Hillcrest Green Dallas, TX 972.726.5900 MPACT Financial Group is a branch office of and Securities offered through WFG Investments, Inc., member FINRA & SIPC, subsidiary of Williams Financial Group. Investment advisory services provided through WFG Advisors, LP.

Williams Financial Group
A privately held Dallas-based financial services firm providing securities, brokerage, advisory and investment services to over 280 independent Financial Professionals with clients whose combined assets under management are approximately $7.1 billion. http://www.williams-financial.com/ Securities offered through WFG Investments, Inc., member FINRA & SIPC, subsidiary of Williams Financial Group 2711 North Haskell Avenue, Dallas, TX 75204 | 800.225.3650.

Contact:
Amy Gottenberg, Director of Marketing:  [email protected]

SOURCE Williams Financial Group