Chad Williams is a Wealth Advisor of Owenby Jones Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management. Ensuring his client sleep well at night is his top priority.
Prior to partnering with Owenby Jones Wealth Management, LLC, Chad was a Wealth Advisor at LPL Financial (formerly INVEST Financial) since 2002. He also successfully managed two investment programs at Cobb County banks prior to their mergers.
Chad has held his Series 7 (General Securities) held through LPL Financial, series 66 (Investment Advisory) held through LPL Financial and Wealthcare Advisory Partners, and various insurance licenses since 2006. Also, as a Certified Plan Fiduciary Advisor (CPFA), Chad can better serve his small and mid-sized company clients by overseeing their retirement plans.
Chad and his wife Jenna are Smyrna natives and live on their family farm, “GB’s Lake and Stable”. Chad is actively involved at Milford Baptist Church and the C3 Food Ministry. An avid history buff, genealogist, and outdoorsman, Chad enjoys working at GB’s, and their wedding venue, “The Farm at Silver Creek”.