Keaton Williams

Keaton Williams, CFA has extensive work experience in the financial industry. Keaton started their career in 2012 as a Registered Representative at New York Life Insurance Company, where they worked until 2014. Following that, they joined Ameriprise Financial Services, Inc. as a Financial Advisor until 2016. In the same year, Keaton joined FTB Advisors, Inc. as a Vice President - Investment Analyst, and they also held a similar role at First Horizon Advisory Services Inc. In all of their roles, Keaton has showcased their expertise in investment analysis and financial advisory.

Keaton Williams, CFA, earned a Bachelor of Arts (B.A.) degree in Sociology from the University of Mississippi, where they attended from 2008 to 2012. In addition to their undergraduate education, Keaton has obtained multiple certifications in the finance and investment field. In 2014, they obtained the Chartered Retirement Planning Counselor certification from the College for Financial Planning. Two years later, in 2016, they earned the Accredited Investment Fiduciary certification from fi360. Keaton's most recent certification is the prestigious CFA (Chartered Financial Analyst) designation, which they obtained from the CFA Institute in September 2018.