Bart Williams

Bart Williams is a seasoned financial professional currently serving as a Licensed Associate Broker at EXIT Realty DTC since November 2020. With extensive experience in retirement planning, Bart previously held roles as a Retirement Plan Specialist at Transamerica and as a Workplace Planning Consultant II at Fidelity Investments. Bart's career includes significant tenure at TIAA, where responsibilities ranged from National Financial Consultant to Senior Financial Consultant, focusing on personalized retirement planning and client education. Bart has a consistent record of exceeding sales goals and maintaining strong client relationships across various financial products. Earlier roles include Manager/Compliance Specialist at John Hancock Financial Services and Financial Consultant at Sterling Financial Group. Bart holds a Bachelor's degree in Finance from the University of Utah.