As a professional Edward Jones financial advisor, I believe relationships are key. I invest my time to truly understand what you're working toward and what's most important to you. We partner with you and other professionals to develop a highly personalized financial strategy for you and your family.
The level of service we provide is unsurpassed and all aspects of our business are aligned to help us better understand and meet your unique goals and needs. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I attended Georgetown College and the University of Tennessee-Chattanooga. I am a Certified Investment Management Analyst ® and completed that education program at the Yale School of Management. In addition, I have received the AAMS®, CRPC®, and CRPS® professional designations from the College for Financial Planning.
Since joining Edward Jones in 2008, I have served the firm as a client solutions leader, performance leader, recruiting leader, level coach, academy leader, mentor, field trainer and existing office trainer.
I have been named to the firm's Winner's Circle and received the Partner's Award. I have also received the Ted Jones Entrepreneurial Achievement Award and multiple others for exceptional achievement in building client relationships. .
My wife, Stephanie, and I have a daughter, Scarlett, and two dogs. We have been active in business and civic affairs, philanthropy and community outreach for many years. My wife and I are members and serve on boards of multiple nonprofit organizations. In my spare time, I enjoy traveling, hiking and mentoring, and I coach multiple soccer teams.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Charitable Giving
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberStephen J Williams at (615) 822-6127
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