Jim M. Williams, CFA®
Jim Williams is a Founding Partner of Fortress Wealth Planning. He brings nearly 30 years of financial services experience to the team.
Jim provides clients with goal-based investment advice, which requires a full understanding of multi-generational financial planning and a focus on risk management. His consultative approach helps identify any gaps between risk needs and risk preferences. Jim takes pride in
helping families truly understand what a disciplined investment strategy can achieve as it relates to their most important goals.
Additionally, Jim helps ensure that the entire team is working toward the purpose of money, as opposed to merely focusing on asset management. He enjoys problem-solving and being able to leverage the full resources of Fortress Wealth Planning team to help make clients’ lives easier and more meaningful.
Prior to Fortress Wealth Planning, Jim worked for Wells Fargo Private Bank as a Portfolio Manager and Strategist for 13 years. Throughout his career, he has worked with families, foundations, endowments and philanthropic institutions to help them plan for the future.
Jim earned his Master of Business Administration degree from University of North Carolina. Jim also holds the Chartered Financial Analyst® (CFA®) designation.
Jim has been blessed with a charming wife, two beautiful daughters, and two loving dogs.
Phone: (904) 301-4543