Jan Williams Location
Atlanta, GA, US
Jan Williams Work
- 2023 - now Founder and President @ Family Legacy Wealth Solutions
- 2020 - now Financial Advisor and Retirement Planning Specialist @ Equitable Advisors
- 2020 - now Member, Business Strategies Group of Georgia @ Equitable Advisors
- 2007 - 2019 Member @ AXA Advisors, LLC
- 1997 - 2019 Financial Advisor and Retirement Planning Specialist @ AXA Advisors, LLC
- 2012 - 2014 Education Committee Co-Chair @ Atlanta Business League
- 2001 - 2007 Financial Advisor and Employee Benefits Consultant @ Eagle Group International
- 1994 - 1996 Controller, Marine Forces Pacific, Camp Smith, Hawaii @ Marine Corps Recruiting
Jan Williams Education
- The Wharton School
(Retirement Planning Certification)
2007 - 2008 - Naval Postgraduate School
MS (Information Systems)
1983 - 1985 - Pepperdine Graziadio Business School
MBA (Finance)
1978 - 1980
- North Carolina Agricultural and Technical State University
Dual BS (Finance & Economics)
1974 - 1976
Jan Williams Skills
- Charitable Gifting Strategies
- Business Planning
- Family Protection
- Business Exit Strategies
- Estate Planning
- Estate Strategies
- Asset Protection
- Employee Benefit Planning
- Marine Corps
- Education
Jan Williams Summary
Jan Williams, based in Atlanta, GA, US, is currently a Founder and President at Family Legacy Wealth Solutions. Jan Williams brings experience from previous roles at Equitable Advisors, Business Strategies Group and AXA Advisors, LLC. Jan Williams holds a 2007 - 2008 The Wharton School. With a robust skill set that includes Charitable Gifting Strategies, Business Planning, Family Protection, Business Exit Strategies, Estate Planning and more. Jan Williams has 1 emails and 1 mobile phone numbers on RocketReach.
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