Jan Williams Email & Phone Number
Founder and President
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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 @
- 2020 -now Member, Business Strategies Group of Georgia @
- 2007 -2019 Member @
- 1997 -2019 Financial Advisor and Retirement Planning Specialist @
- 2012 -2014 Education Committee Co-Chair @ Atlanta Business League
- 2001 -2007 Financial Advisor and Employee Benefits Consultant @
- 1994 -1996 Controller, Marine Forces Pacific, Camp Smith, Hawaii @
Jan Williams Education
- The Wharton School
Retirement Planning Certification (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
- Asset Protection Strategies
- Business Succession Strategies
- Succession Planning
- Retirement Planning
- Charitable Gift Planning
- Employee Benefits
- Wealth Management
- Personal Financial Planning
- Eagle
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 and Business Strategies Group. Jan Williams holds a 2007 - 2008 Retirement Planning Certification in Retirement Planning Certification @ 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 2 mobile phone numbers on RocketReach.
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