I very much enjoy my work as a financial advisor: getting to know my clients and their financial goals, working together to craft strategies to achieve those goals and helping them stay on track in meaningful ongoing relationships. In our personally tailored financial solutions, we use tools like certificates of deposit, stocks, bonds, mutual funds, ETFs, annuities, retirement plans, college savings plans, long-term care insurance and life insurance.
I joined Edward Jones in 2007 and bring to this role decades of experience helping people with life's decisions as a minister in the U.S. and missionary in Japan. I am a graduate of the University of Mobile, Southern Baptist Seminary and Fuller Seminary. As a financial professional, I hold the Series 7 and Series 66 securities registrations, and the CRPC™ professional designation. I am also licensed for life insurance and long-term care insurance.
My assistant, Jennifer Dougherty, helps our clients with scheduling, paperwork and processing to keep things as simple as possible. Our team also includes hundreds of home office associates who help us provide excellent service to clients.
My wife, Darlene, is a retired registered nurse. We have four children and eight grandchildren. We like spending time with family, watching movies and SEC football. I enjoy community involvement as a member of the Shelbyville-Bedford County Chamber of Commerce board, Child Development Center of Bedford County advisory board, Caregiver Relief of Bedford County board and Tennessee Christian Chamber of Commerce.
Please give us a call or email us if you would like to schedule a time to get acquainted face-to-face, by phone or web-conference. In a 10 to 20-minute conversation, we can explore whether or not our services might be a good fit for your needs and concerns.
- Portfolio Reviews
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Special Needs Financial Considerations
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- History and Museums
Phone NumberCharlie Williams at (931) 684-4972
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