His 25 years of experience covers wealth planning strategies for high net worth individuals and closely held companies.
His expertise is focused in the areas of
wealth accumulation, executive benefits,
qualified retirement plans, insurance
planning and charitable giving concepts.
Williams’ financial career began in 1979
when he accepted a position with Principal
Financial Group, a company specializing in
total financial services, executive benefits,
estate planning and business succession
planning.
A graduate of North Carolina Central
University and former past president of the
NCCU Foundation Board of Directors, he is
a board member of Triangle ESOP, a
coalition of financial, legal, accounting,
banking, benefits and human resource
specialist that deliver turnkey Employee
Stock Ownership Plan solutions.
Williams is a board member of VISIONS
Inc. a global diversity, multicultural and
inclusion management firm in Boston, MA
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Williams has strong ties to the Triangle
Region community. By gubernatorial
appointment, he is currently a board
member of the College Foundation of North
Carolina (CFNC) trustees and currently
serves on the Community Advisory Board
for ABC/WTVD-TV in Durham, NC.
A past president of the Durham Chapter,
Omega Psi Phi Fraternity, Inc., he gives
credit for significant role modeling in
leadership and community responsibility to
Omega.
His membership in the 100 Black Men, Inc.
- which has a programmatic focus on
mentoring, economic development,
education, health and wellness - is a
classic example of his connective role in
the community.
Williams is a member of St. Joseph AME
Church in Durham, is a member of the
steward board and holds membership in
both the senior choir and male chorus. |
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