JR Williams

JR Williams, CFP®, is a seasoned wealth management leader currently serving as Senior Director at Ally Invest Advisors. Previously, they held roles at Morgan Stanley as Executive Director and at LPL Financial as Senior Vice President, Head of Strategic Partnerships. JR has also worked at Wells Fargo Advisors and managed systems at Charlotte Pipe and Foundry early in their career. They are pursuing an MBA at Duke University and have a Bachelor of Arts in Economics and Psychology from the University of North Carolina at Chapel Hill.