Jan Williams Email & Phone Number
Founder and President
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Jan Williams Location
- Atlanta, GA, US
Jan Williams Work
- Founder and President @ Family Legacy Wealth Solutions (April 2023 - Present)
- Financial Advisor and Retirement Planning Specialist @ (January 2020 - Present)
- Member, Business Strategies Group of Georgia @ (January 2020 - Present)
- Member @ (May 2007 - December 2019)
- Financial Advisor and Retirement Planning Specialist @ (November 1997 - December 2019)
- Education Committee Co-Chair @ Atlanta Business League (January 2012 - January 2014)
- Financial Advisor and Employee Benefits Consultant @ (January 2001 - January 2007)
- Controller, Marine Forces Pacific, Camp Smith, Hawaii @ (June 1994 - June 1996)
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
- Asset Protection Strategies
- Business Exit Strategies
- Business Planning
- Business Succession Strategies
- Charitable Gifting Strategies
- Employee Benefits Planning
- Estate Strategies
- Family Protection
- Personal Financial Planning
- Retirement Planning
- Wealth Management
- Estate Planning
- Asset Protection
- Employee Benefit Planning
- Marine Corps
- Education
- Succession Planning
- Charitable Gift Planning
- Employee Benefits
- 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 @ The Wharton School. With a robust skill set that includes Asset Protection Strategies, Business Exit Strategies, Business Planning, Business Succession Strategies, Charitable Gifting Strategies and more. Jan Williams has 1 emails and 2 mobile phone numbers on RocketReach.
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