Steve Williams

Steve Williams is President of Heffernan Financial Services. For four generations, Mr. Williams’s family has been in the insurance business. Founded in 1886 by Mr. Williams’s great grandfather, the Peter E. Williams Insurance Agency has been located in San Francisco, California. In 1997, Mr. Williams merged his family’s insurance agency with the Heffernan Group. Mr. Williams’s current responsibilities include President of Heffernan Financial Services (HFS), Heffernan Investment Advisors (HIA), and Heffernan Employee Benefits (HEB). Mr. Williams is a Senior Vice President at Heffernan Insurance Brokers (HIB) and is the branch manager of our San Francisco office. Mr. Williams is not registered or affiliated with LPL Financial. With both a Property & Casualty background and a Financial Services/Employee Benefits consultative approach, Mr. Williams helps to build one of the country’s largest privately owned brokerage firms. He is also actively leading the Hospitality Choice Practice, the Four Star Culinary Safety Program, the Construction Risk Management Group, and several agency owned rent-a-captives. Mr. Williams serves on the Heffernan Group’s Finance and Operating Committees as well as the Council of Employee Benefits Executives (CEBE) and several insurance companies’ advisory boards.

Mr. Williams graduated from San Diego State University with a bachelor’s degree in Marketing and a minor in Finance.