GREG WILLIAMS

ADVISOR, CFP®

 

EDUCATION

  • Bachelor’s Degree in Finance, University of Nebraska-Lincoln

 

MY FINANCIAL SERVICES CAREER BEGAN IN 2010

Since beginning my financial services career in 2010, I’ve worked in various roles with large national firms before coming to Private Vista. I wanted a firm that aligned with my goals and values for the clients we serve. Now, I work with clients to develop personalized financial planning and investment strategies in order to help them live a rich and fulfilling life. Most rewarding for me is the opportunity to make a difference in our clients’ lives, and allow them to focus on what is important to them.

 

MY PRIVATE VISTA

As a native of Omaha, Nebraska, and a University of Nebraska graduate, I bleed Nebraska red. Following Nebraska football will always be part of my Private Vista. While I am an avid sports fan, I also hope to cultivate my love for documentaries, reading, traveling, exploring different neighborhoods, meeting new people, and collecting new experiences.