Randy Williams

President - Wealth Management

Randy Williams, MSFS, CFP®, ChFC, is the President of Wealth Management, where they spearhead various initiatives within the wealth management sector. Previously, Randy served as the Director of Private Wealth & Institutional Services at Trustmark Bank and as the Institutional & Retirement Plan Services Manager at Trustmark National Bank. Randy earned a Master of Science in Financial Services from The American College and holds a Bachelor of Science in Business Administration from the University of Southern Mississippi. As a Wealth Management Consultant, Randy focuses on the accumulation, preservation, and transfer of wealth for affluent clients, covering topics such as estate planning and investments.

Location

Madison, United States

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