Our Team

With more than 35 years of experience in the financial services industry, Thomas is a seasoned and experienced financial planner. Thomas holds the CERTIFIED FINANCIAL PLANNER^® certification issued by the CFP Board of Standards. This certification, earned in 1994 from the College of Financial Planning in Denver, Colorado, holds financial planners to a strict standard of ethics and professional knowledge.  In 2022 Thomas received the Retirement Income Certified Professional Designation from The American College of Financial Services. The Retirement Income Certified Professional® (RICP®) designation signifies a financial advisor has advanced education and specialized knowledge in retirement income planning, and is committed to professional and ethical best practices.

Choosing to partner with Commonwealth Financial ^Network®, an independent RIA-broker/dealer in the United States, helps provide clients with a wide array of investment choices to complement their financial goals.

Financial planning is a partnership built on trust and integrity. With more than 30 years of experience in the financial services industry, Thomas has worked with and guided his clients through some of the most extreme ups and downs the financial markets have ever seen. As a CFP® professional, Thomas works with individuals, families, and business owners to develop a strategic, long-term financial plan that helps them achieve their goals and objectives. He firmly believes that developing a financial plan is much more complex than simply choosing a “good investment” and takes a holistic approach to financial planning and wealth management. He works closely with his clients to help keep them on track to meet their financial goals.

As an experienced financial planner, Thomas has also had an opportunity to serve as an educator. He has given classes on investment and insurance issues, retirement income and distribution planning, asset management, estate planning, and long-term care insurance. His courses are open to the community through programs at school districts, colleges, and town organizations on Long Island.

A long-term resident of the town of Brookhaven, Thomas resides there with his wife, Carolyn, and his children: Katie, Tommy, and Brian. As an active member of his community, Thomas coaches youth sports and volunteers his time for school and local organizations such as the ASPCA. He also enjoys fitness, boating, skiing, and golf.

Thomas M. Williams is proud to have been recognized as a Pinnacle Level advisor for 2025—a distinction based on annual production that places him/her among the top 59 percent of advisors affiliated with Commonwealth Financial Network. 

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Pinnacle Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Pinnacle Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients. 

If It’s Personalized Retirement Advice, It’s From an RICP®

Tom is a new addition to Williams Wealth Planners and is currently a Financial Planning Associate. As a recent college graduate from Marist College with a degree in economics and history, Tom is eager to add value in a number of different ways. From answering phones and servicing client needs to mastering our financial planning software, Tom will gradually take on more responsibility within the company, ultimately becoming a full-time advisor. The process of becoming an advisor is a long and rigorous one but Tom has taken that task head-on. Since Tom has been in the office, he has passed his Life and Health exam, as well as the FINRA Series 7 and 66 exams. On top of these accomplishments, Tom is currently enrolled with the College for Financial Planning to obtain the CERTIFIED FINANCIAL PLANNER^® certification. We look forward to seeing Tom grow as both an individual and advisor within our company.

Brian Williams is a financial advisor at Williams Wealth Planners. Brian graduated from SUNY Cortland with a bachelor’s degree in business economics with a concentration in Finance. As an advisor of the company Brian strives to meet new clients and build relationships within the financial community to both add value to clients and the company. After graduation, Brian began his career in financial planning by passing the SIE, FINRA Series 7 and 66 along with his New York State life and health insurance license. On his weekends he works part time as a bartender. During his time at Cortland, Brian was a four-year starter and two-year captain for Cortland men’s lacrosse program. Brian was selected as a 2x first team All-SUNYAC and IMLC All Region East player.  He was also named a 2x USILA All American and was named the SUNYAC MVP in his 2019 season. During his free time, Brian enjoys spending time on his boat in the summer and playing golf. During the winter, Brian is an avid snowboarder who loves to travel to new mountains. He also enjoys listening to music and playing the guitar and piano. Brian is currently working alongside his father and brother as a team, providing their clients a distinct financial planning experience.

Eileen is a graduate of Hofstra University and holds a bachelor's degree in finance. Prior to joining Williams Wealth Planners, Eileen worked for several years as an assistant vice president with Chase Bank. While at Chase, Eileen successfully managed several retail branches where she was acknowledged for her outstanding client relationship management and sales achievements.

After a brief leave of absence from the workforce to raise her children, Eileen joined Williams Wealth Planners where she has been instrumental in the growth of the company. In addition to the processing and supervision of multiple client services, Eileen has been a key contributor to several of our company projects and communications. Her dedication to customer service coupled with her financial industry knowledge has made Eileen an integral part of our company.