Williams Wealth Management



512 W. Williams St.
Apex, NC 27502





Our Team

Williams financial planner apex nc raleigh cary holly springs chapel hill durham

Robert B Williams, Financial Planner, Investments Professional,

CIC - Certified Insurance Counselor & CWS - Certified Wealth Strategist® Practitioner



Bob is the founder and President of Williams Wealth Management, an Independent Financial Planning, Investments and Insurance firm, based in Apex, NC. Williams Wealth Management was formed to serve families with independent financial planning excellence. With over two decades of experience in the financial services industry, Bob brings a prudent risk-managed approach to helping families work toward achieving their financial planning goals. Bob is an experienced Financial Planner, Investment and Insurance Professional, Certified Wealth Strategist® Practitioner, and Certified Insurance Counselor. In the community, Bob is active with Resurrection Lutheran Church, The Rotary Club and The Carolina Sailing Club. Personally, he enjoys time playing sports with his two sons and family time at home with his lovely wife.


Jill Shank, Administrative Assistant

An experienced and capable professional, Jill graduated from Virginia Tech with a business degree and has over 20 years of experience in sales, marketing and corporate training. Jill and her husband Mark, live in the Raleigh area, where they both stay busy chasing after their four kids. When not working, or on a ball field, Jill enjoys gardening and reading practically anything in print.


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