Jack Williams

Jack Williams, CPFA, is a Senior Vice President and Financial Advisor at Morgan Stanley, a position they have held since 2023. Previously, they served as a Senior Vice President at Merrill Lynch Wealth Management for over a decade, beginning in 2011. Jack holds a Bachelor's Degree in Business Administration and Management from California Lutheran University, which they completed in 2011. They specialize in assisting individuals and families, particularly corporate employees, with financial strategies involving stock options and asset consolidation.