William Katz in

William Katz

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Financial Representative at WMK & Associates, LLC
📍 New York City Metropolitan Area, United States

William Katz is a leading Financial Representative at National Financial Network, specializing in financial and estate planning for physicians. A graduate of Syracuse University with a BS in Economics, he is recognized as a top producer. His career, which began in 1991, is marked by significant industry achievements.

Based on his professional focus, William appears passionate about helping families secure their financial future. His communications suggest a strong belief in the value of seeking professional guidance to navigate complex financial decisions and ensure long-term stability for loved ones.

He was elected President of the Guardian Executive Committee for the 2009–2010 term, a once-in-a-lifetime honor within the company.

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Experience
34 Years
Current Role
Financial Representative
Job Level
Junior
Location
New York City Metropolitan Area, United States
Personality Overview

How William shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics William cares about

Physician Financial Planning
He specializes in working with the medical community and has over two hundred clients in the field.
Estate & Legacy Planning
His career since 1991 has been focused on the insurance, financial, and estate planning industry.
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Career

Work history

1-2000
Financial Representative
WMK & Associates, LLC
1-1991
Financial Representative
National Financial Network, LLC
In the press

Media appearances

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Education
1988 - 1991
BA
Syracuse University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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