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Brook Williams

Advisor Image
Brook Williams
Financial Consultant
.
ChFC®, CASL®, FIC
601 B Bethlehem Pike, Suite 400
Montgomeryville, PA 18936
About Brook Williams

I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


Assisted by Cheryl Berry, Practice Support Associate

My qualifications
  • Chartered Financial Consultant®
  • Chartered Advisor for Senior Living®
  • Fraternal Insurance Counselor
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Florida
  • Maryland
  • Massachusetts
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania

Insights

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Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
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It’s not too late to strengthen your income strategy
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last. Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
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How the cash value of life insurance works
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
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Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Medicare Basics, Presented by Anthony Spangler, Financial Consultant image
Medicare Basics, Presented by Anthony Spangler, Financial ConsultantNov 18, 2026, 11:30 PM UTC
In Person at the Montgomeryville Office: | 601B Bethlehem Pike Suite 400, Montgomeryville, PA 18936
Tuesday, November 10 at 6:30pmWednesday, November 18 at 6:30pmEnrolling in Medicare can feel like working on a puzzle with no border pieces. It’s hard to know where to start! That’s why I am hosting free local educational seminars where you can learn about Medicare and find answers to your questions.You’ll learn:• An overview of Medicare and options.• Key points to consider with each plan.• When and how to enroll.Let us help you understand how Medicare fits in with the other pieces of your retirement strategy. RSVP: Cheryl.berry@thrivent.com or call 215-361-2810No products will be sold. This is a solicitation for insurance. A licensed insurance agent/producer of Thrivent may contact you. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Not available in all states. 34937FB R7-23 For additional important disclosures, see Thrivent.com/social
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Office location
Montgomeryville Location
601 B Bethlehem Pike, Suite 400
Montgomeryville, PA 18936
Phone215-361-2810Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations