John D. Williams, CFP®

John D. Williams, CFP®

Financial Advisor

Phone: (229) 293-1125
Fax: (229) 293-1126
E-mail:
 

John joined Stifel in 2018 as a financial advisor and currently works with a client base of individual investors, family trusts, foundations and business entities. He takes a comprehensive approach to wealth management by incorporating investment strategies and asset allocation with a variety of risk management strategies, retirement planning, and estate planning tools to address each client’s individual needs.  John works closely with his clients to develop detailed financial plans and cash flow analysis, which are the foundation of his tailored investment solutions.

John began his career in Atlanta with Reliance Trust Company before joining UBS Private Wealth Management in 2007. At UBS, John worked with a limited number of ultra-high-net-worth families, endowments, and corporations.

John received a Bachelor’s degree in Economics from the University of Georgia in 2005 and an M.B.A. in Finance from Georgia State University in 2011.  In an effort to further expand his investment planning abilities, John sought and obtained the CERTIFIED FINANCIAL PLANNERTM designation in 2016.  He holds his Series 7 (General Securities Representative) and Series 66 (Uniform Investment Advisor), as well as Life, Health, and Variable Insurance (including annuities) licenses.

Originally from Thomson, Georgia, John now resides in Valdosta with his wife Mary Margaret and children Hadden and Ruth.  John is an active member of Valdosta First United Methodist Church, the University of Georgia Alumni Association, and The Flint River Keeper. He enjoys hunting, fishing, following University of Georgia football, and golf.