Charles J. Williams, Jr.
About Charles J. Williams, Jr.
I am a Navy veteran, Citadel Alumni, and evangelical Christian who joined Edward Jones as a Financial Advisor because I have a passion for investing, a passion for people, and helping individuals live better lives. I take a deep, personal interest in those I serve by understanding your personal situation and offering complete wealth management. This means that I: * Customize a portfolio objective based on what's important to you, your time horizon, and your risk tolerance * Listen and provide feedback on your unique situations that can't be addressed through trade publications, the Internet, celebrity products, or TV shows. * Offer historical perspective and confidence during market fluctuations. * Develop an asset allocation strategy and notify you when your portfolio moves out of balance. * Recommend sound ways to save. * Convert your investments into a steady stream of lifetime income, if appropriate. * Monitor the markets and investment environment and make recommendations as needed. * Simplify your financial life through consolidation of accounts. * Help you prepare for unpredicted job loss, disability, or other emergencies. * Review your expenses in retirement to determine an appropriate withdrawal rate. * Review insurance coverage to protect you family. * Identify potential estate-related needs and ensuring that you are in control of your legacy. I am a graduate of The Citadel, The Military College of South Carolina, where I studied Business Administration. After serving our country as a career Naval Officer, I graduated from The Southern Baptist Theological Seminary with a Master of Divinity degree. I later advanced my education and communication skills by graduating Walden University with a research Doctorate in Education. I am deeply involved with my church and other local charities. When you call my office, you will initially talk to Tracey Crim. Tracy has 14 years of experience with Edward Jones and is my Sr. Business Office Administrator. She is NOT my secretary; she is my business partner. She is an amazingly well-organized and detailed oriented lady. She will take care of all your administrative needs so I can focus on the financial side of your wealth management. We will work together to help you reach your goals and dreams. We look forward to talking to you, and hopefully serving you and your loved ones. To learn more, or to schedule an appointment, contact us by message or call 843-795-9858. What’s important to you? Let's talk.