Jim M. Williams, CFA®
Wealth Advisor | Partner
Jim Williams, CFA, has seen firsthand the importance of financial life management in helping people through life’s big changes and toward their goals. That is why, as a Founding Partner and Wealth Advisor, he has intentionally broadened his client relationships beyond investment management to include comprehensive financial planning.
Jim got started in financial services in 1987. A Chartered Financial Analyst®, he has provided investment management to families, endowments, foundations, and corporations. He finds it gratifying to help clients progress through their financial life plan and achieve the values most important to them.
A Jacksonville resident, Jim enjoys spending his time outside the office with his family and friends. His favorite movie is, to this day, the original (1971) Willie Wonka and the Chocolate Factory with Gene Wilder.
Education and Designations
- Chartered Financial Analyst (CFA), CFA Institute
- Master of Business Administration, University of North Carolina
Memberships and Community Involvement
- Member, Chartered Financial Analyst Jacksonville Society