About Our Team
What We Do
Your Trusted Partner For Your Financial Well-Being
Welcome to Williford Financial Services, where your financial well-being is our top priority. Founded in 2009, our firm has been dedicated to providing exceptional financial guidance and support to individuals and families for over a decade.
Our mission is to foster an open relationship with our clients that allows for clear and honest communication. We believe that trust and transparency are the cornerstones of a successful financial partnership. Should you have a question about anything pertaining to your finances, we want to be the first phone call you make. Our goal is to be your primary financial advisor, guiding you through every stage of your financial journey. Our greatest satisfaction comes from working with clients for many years and helping them realize their financial ambitions.
About Us
Personalized Financial Strategies Rooted In Our Core Values
We understand that every client's situation is unique, and we take the time to get a clear picture of what you need your money to do for you. Whether it's planning for retirement, funding education, or achieving other financial milestones, we are committed to creating personalized strategies that align with your specific goals and circumstances.
We are driven by the values of integrity, empathy, and accessibility. Integrity ensures that we always act in your best interest, providing honest and reliable advice. Empathy allows us to truly understand your concerns and aspirations, enabling us to tailor our services to meet your needs. Accessibility means that we are always here for you, ready to answer your questions and provide the support you need, whenever you need it.
Eric Williford, MBA, CRPC®
Financial Advisor
704-266-5025
As the Owner and Financial Advisor at Williford Financial Services, I have dedicated my career to helping clients secure their financial futures. With over 32 years of experience in the financial services industry, my primary responsibilities include wealth management and account service to my clients. Additionally, I serve as a designated supervisor to a group of Cetera Wealth Services LLC advisors.
Specializing in retirement income planning, I bring a wealth of knowledge and experience to my role. My career journey has included positions at Central Carolina Bank/Sun Trust and TIAA, where I honed my skills and developed a deep understanding of the financial landscape. I hold a BS in Business Administration from UNC at Chapel Hill, an MBA from East Carolina University, and have earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation as well as the National Social Security Advisor (NSSA) certificate.
Staying on top of industry changes to best serve my clients keeps me motivated, and knowing that every client situation will be different excites me when helping them make solid choices. The aspect of my job that I most enjoy is the lasting relationships I have built through the years and seeing clients make consistent progress toward their goals. I believe that the greatest value I can provide for my clients is always being there to listen and provide well-thought-out solutions.
A native of Kannapolis, North Carolina, I currently live in Gastonia with my wife, Luellen. Together, we have four adult children and three grandsons. Outside of work, I am actively involved in my church's kids' ministry as an AWANA Leader, where I find great joy in contributing to the community.
