Executive Vice President, Advanced Tax Planning

Kristin Williams

Kristin Williams is a Tax Attorney with a J.D. and an L.LM. in Taxation. In her role as SVP of Strategic Resources and Advanced Sales, provides NFP with specialized expertise in the area of Advanced Sales; providing guidance on sophisticated wealth transfer plans for families and business owners.

Kristin worked as Associate Counsel for John Hancock Life Insurance, Co for 8 years where she helped shape corporate legal strategy and developed a reputation as an industry leader in her field. She began her career practicing as a tax attorney, focusing on corporate and personal planning for closely-held businesses and their owners, in Boston, MA. Throughout her career, Kristin has been responsible for implementing complicated tax plans for individuals and is a sought-after speaker within her industry, traveling regularly in that capacity.

Kristin is a member of the PartnersFinancial Board and serves on Diversity Task Force, which looks to expand diversity in the her industry, the Editorial Board, which is responsible for content for Finseca, and Finseca’s Issues Alliance Committee, which tracks Federal legislation and its potential impact on the estate planning industry.