John D. Williams, CFP®

John D. Williams, CFP®

Financial Advisor

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

A native of Thomson, Georgia, John enjoys spending as much time as he can outdoors with his family and friends.  Outside of the office, you can find him hunting, fishing, attempting to golf, and following the University of Georgia football.  John is a member of the Valdosta First United Methodist Church and the Valdosta Rotary Club.  He and his wife, Mary Margaret, have a son and a daughter who keep them busy. 

John forms deep relationships with his clients and focuses his practice on helping clients pursue their short- and long-term goals through personalized wealth planning and intelligent investing.  He strives to organize and simplify his clients' lives by developing comprehensive, goals-based wealth management plans and helping his clients stick to these plans.  Rather than attempting to forecast the economy or time the markets, he believes that discipline and objective behavior are key elements to successful investing.

John encourages his clients to have a team of professionals behind them and has found that his most successful engagements are the result of clear collaboration with his client's other trusted advisors, such as their CPA, attorneys, and bankers. 

John earned his B.A. in Economics from the University of Georgia and a Master of Business Administration-Finance from Georgia State University.  In an effort to further expand his wealth and investment planning abilities, he earned the CERTIFIED FINANCIAL PLANNERTM certificate and holds the Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

John began his investment industry career in 2007 and joined Stifel in 2018.  Prior to Stifel, he worked closely with ultra-high-net-worth families, endowments, and corporations at UBS Private Wealth Management in Atlanta, Georgia.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck