Michele Florio Williams, CLU
As a Financial Consultant, Ms. Williams has developed and honed her experience in the insurance and financial service industry since 1985. Michele focuses on helping to design wealth accumulation, estate preservation strategies, and retirement planning programs for individuals, families and business owners.
Michele offers a variety of financial protection and asset accumulation products and services, including life, disability income and long-term care insurance, annuities, variable insurance and annuities, mutual funds, and strategies for funding education and retirement plans. The depth of Michele’s commitment is evidenced by the long lasting client relationships she forms.
Committed to professional education, Michele has earned the industry’s designation of Chartered Life Underwriter (CLU), a professional designation of the American College, and is a continuing student at The American College. She is a past life and qualifying member of the Million-Dollar Round Table (MDRT) Court of the Table, the premier international association of financial professionals. Michele demonstrates exceptional professional knowledge, strict ethical conduct and outstanding client service.
California Insurance License #: OF73034
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.