Jan Williams Email & Phone Number

Founder and President @ Family Legacy Wealth Solutions

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Jan Williams's Location

Atlanta, GA, US

Jan Williams's Work

Founder and President @ Family Legacy Wealth Solutions
Financial Advisor and Retirement Planning Specialist @ Equitable Advisors
Managing Partner, Business Strategies Group of Georgia @ Equitable Advisors

Managing Partner @ AXA Advisors, LLC
Financial Advisor and Retirement Planning Specialist @ AXA Advisors, LLC
Education Committee Co-Chair @ Atlanta Business League
Financial Advisor and Employee Benefits Consultant @ Eagle Group International
Controller, Marine Forces Pacific, Camp Smith, Hawaii @ Marine Corps Recruiting

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Jan Williams's 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

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Jan Williams's Skills

Charitable Gifting Strategies
Business Planning
Family Protection

Business Exit Strategies
Estate Planning
Estate Strategies
Asset Protection
Employee Benefit Planning
Marine Corps
Education

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Jan Williams's Summary

Jan Williams, based in Atlanta, GA, US, is currently a Founder and President at Family Legacy Wealth Solutions, bringing 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 contributes valuable insights to the industry. Jan Williams has 1 email and 1 mobile phone number on RocketReach.