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Charles Williams, Financial Advisor

FINANCIAL ADVISOR
Charles J Williams Jr

CFP®, ChFC®
354 Folly Road Suite 2, Charleston, SC 29412opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Insurance & Annuities
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies

About Charles

I'm a dedicated Edward Jones financial advisor committed to helping individuals and families achieve their financial goals. Drawing on my background as a Christian, U.S. Navy veteran and Citadel alumnus, my focus is to understand your complete financial picture, from accumulation to protection and from distribution to wealth transfer. In this way, I can tailor services to your unique situation and provide you with the best possible advice.

Growing up in rural South Carolina, I witnessed the challenges my family faced without financial advice. I'm driven to ensure you don't face a similar fate. My hands-on approach involves understanding your priorities,...

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Walden UniversityDoctor of Education
  • Southern Baptist Theo SeminaryMaster of Divinity

Personal Interests

  • Walking
  • Reading
  • Snorkeling
  • Swimming

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(843) 795-9858

Fax

(833) 442-9758

Office Address

354 Folly Road Suite 2
Charleston, SC 29412opens in a new window

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