Shay Williams

Credentials:
  • ChFC®
  • RICP®
  • CASL®
  • CLU®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Risk Management Strategies, College Funding Strategies

Languages: English

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Shay is a 7th generation native Texan who lives in Austin with her furry children.  In her free time she enjoys taking her dog paddle boarding on Town Lake, scuba diving, underwater photography (please note the distinction between enjoying it and being good at it) and generally anything that involves water.  

See Shay’s Licenses and Disclosures

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Contact Shay

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Capital Strategies

Main Office

317 Grace Lane Suite 250
Austin, TX 78746

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CRN201912-180567