OUR LEADERSHIP

Rob Williams is committed to helping business owners achieve their long-term financial objectives through a goals focused planning process. His customized programs are designed to grow, protect, and conserve his clients' wealth while preserving legacies for their business and family.

Rob brings a wealth of experience having started, bought, sold, and operated a diverse array of businesses encompassing land development, construction, manufacturing, lumber distribution, property management, aviation and international parts distribution. Rob enjoys applying his real life experiences to the financial industry in order to help others reduce risk while achieving the goals that matter most to them. His application of the principles acquired from his experiences serve as a valuable resource to help his clients fulfill their financial goals.

Rob received his bachelors of science in Real Estate from the University of Alabama and his Masters In Business Administration from the University of Mississippi.  He holds his Series 7 and Series 66 securities and advisory licenses as well as his life, accident and health, and variable contract licenses.

Rob resides in Memphis, TN, with his wife Caroline and their two daughters.  Rob enjoys spending time with his family, traveling, flying, biking, swimming and running.