Rebuilding, Redefining, and Reinventing —One Step at a Time
PRODUCTS & SERVICES
WILLIAMS CONSULTING (ADVISOR TRANSITIONS)
-
Assist financial advisors and Registered Investment Advisors (RIAs) navigate the complex process of changing firms, going independent, or merging with another entity.
-
Provide strategic guidance and project management to ensure a smooth and efficient transition while minimizing business disruption.
-
Subject Matter Expert in repapering/transferring client accounts, coordinating technology integrations, and ensuring regulatory requirements are met.
CLEARPATH LEARNING PORTAL
ClearPath is more than a learning portal—it’s a sanctuary for reinvention. Whether you’re an entrepreneur navigating profound grief or looking to build a career in transition consulting—this is your space to grow with clarity, confidence, and purpose.
THE GRIEVING CEO - YOUTUBE CHANNEL
Grief doesn’t clock out when you’re the one in charge. This YouTube Channel is a space for entrepreneurs carrying deep loss while still showing up for their business. Through raw stories and real conversations, we honor both the heartbreak and the healing. You don’t have to choose between grieving and growing—you’re allowed to do both.
WHO IS Tamara Williams?
-
Subject Matter Expert on Advisor Transitions - With nearly 20 years in the financial industry, Tamara specializes in helping advisors seamlessly transition their businesses to another broker-dealer or RIA. From starting at Merrill Lynch to becoming Director of Transitions for an independent broker-dealer, Tamara has firsthand knowledge of both the operational and emotional complexities of transitions.
-
Founder of Williams Consulting LLC - Leading a firm that serves as the critical liaison between advisors, recruiting firms, and their teams, ensuring a strategic and well-executed transition process.
-
Holistic Approach to Transitions – With a Bachelor’s in Finance and a minor in Accounting from Oakwood University, she streamlines procedures, identifies challenges, and alleviates advisor pain points, making transitions as smooth as possible.
-
Beyond her professional life, Tamara is deeply committed to her personal growth. After experiencing profound personal loss, she has embraced grief, healing, and transformation as part of her journey. Through her YouTube channel, The Grieving CEO, she creates space for entrepreneurs navigating loss while still showing up for their business—reminding us that grief doesn’t clock out, and we don’t have to choose between heartbreak and healing, grieving and growing.
-
Creator of Clearpath - an online learning portal offering self-paced courses that support two powerful journeys: Balancing grief and entrepreneurship, and building a career in transition consulting.
-
Mother of a creative and talented son.
-
Tamara’s story is one of resilience, reinvention, and embracing life’s transitions—both planned and unexpected—with grace and strength.
