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Charlie Williams, Financial Advisor

FINANCIAL ADVISOR
Charlie Williams

WMCP®, CRPC™
1608 N Main Street, Suite D, Shelbyville, TN 37160opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Values and Faith Based Investing
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

About Charlie

I very much enjoy my work as a financial advisor: getting to know my clients and their financial goals, working together to craft strategies to achieve those goals and helping them stay on track in meaningful ongoing relationships. In our personally tailored financial solutions, we use tools like certificates of deposit, stocks, bonds, mutual funds, ETFs, annuities, retirement plans, college savings plans, long-term care insurance and life insurance.

I joined Edward Jones in 2007 and bring to this role decades of experience helping people with life's decisions as a minister in the U.S. and missionary in Japan. I am a...

Work History

  • Edward JonesAugust 2007 to Current

Certifications

  • WMCP®

    Wealth Management Certified Professional®

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Fuller Theological SeminaryMaster of Theology
  • Southern Baptist Theo SeminaryMaster of Divinity

Personal Interests

  • Spending Time with Family
  • Movies & Entertainment
  • Reading
  • Football
  • Cooking

Team Members

  • Jennifer Dougherty
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(931) 684-4972

Fax

(800) 208-1781

Office Address

1608 N Main Street
Suite D
Shelbyville, TN 37160opens in a new window

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