Williams Wealth Management

CONNECT

Address:

512 W. Williams St.
Apex, NC 27502

Phone:

919.342.5288

Fax/Other:

919.342.5288

Our Team

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

Robert B Williams, Financial Planner, Investments Professional,

CFF-Certified Financial Fiduciary®, CIC-Certified Insurance Counselor & CWS-Certified Wealth Strategist® Practitioner

 

 

An experienced financial planner with over two decades of experience in the financial services industry, Bob brings a customized, prudent, risk-managed approach to helping families work toward achieving their financial planning goals. 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

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