Crps Renn Williams Cpfa

Important Disclosures at Royal Alliance Associates

Renn Williams, CRPS, CPFA, currently serves as the Principal and Retirement Plan Advisor at Advo(k)ate Advisors since June 2022. Renn has extensive experience in the financial services industry, including roles as an Investment Advisor Representative at Osaic Wealth, Inc. since August 2004, and as Sr. Vice President of the Retirement Services Group at J Smith Lanier & Co. from March 2007 to June 2022. Earlier career experience includes serving as a Financial Advisor at Anderson, Williams & Co. and as a Financial Representative at Northwestern Mutual. Renn holds an MBA in Business and Economics from Millsaps College and a Chartered Retirement Plans Specialist designation from the College for Financial Planning.

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