I am energized as a financial advisor by getting to know you and your financial goals, working together to craft strategies to achieve those goals and helping you stay on track in a meaningful ongoing relationship. In your 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 more than 30 years 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 and 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, Tennessee Christian Chamber of Commerce and pastor of the Japanese Church of Middle Tennessee.
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.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Divorce Finances
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Movies & Entertainment
- News & Media
Phone NumberCharlie Williams at (931) 684-4972
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