Lemar Williams
Chapter President
I’m a passionate financial educator and planner. My goal is to help individuals and couples become confident about their financial future. I want everyone to leave a lasting legacy without fear of their financial future or the financial future of their loved ones. With extensive credentials and years of industry experience, my aim is to provide you with the knowledge needed for financial clarity and to make well-informed decisions.
Credentials:
- Certified Financial Planner™ (CFP®) – A professional designation from the Certified Financial Planner Board of Standards, ensuring excellence in financial planning.
- Certified Private Wealth Advisor® (CPWA®) – Advanced expertise in planning for the unique needs of high-net-worth individuals, awarded by the Investments & Wealth Institute.
- Certified Trust and Fiduciary Advisor (CTFA) – A designation showcasing proficiency in trust fiduciary practices, awarded by the ABA Institute of Certified Bankers.
- Chartered Life Underwriter® (CLU®) – Advanced knowledge in insurance planning, granted by the American College of Financial Services.
- Certified Estate Planner™ (CEP®) – Specialty estate planning credentials awarded by the National Institute of Certified Estate Planners.
- Accredited Estate Planner – Recognition by the National Association of Estate Planners & Councils (NAEPC) for expertise in estate planning strategies.
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Experience
- Bank of New York Mellon – Institutional Investment Professional
- Merrill Lynch/Bank of America – Wealth Management Advisor
- LPL Financial/Traditions Wealth & Legacy Planning – Independent Financial Advisor
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Education
- Florida Atlantic University – Bachelor’s degree in finance:
- Nova Southeastern University – Master’s in Business Administration
- Yale School of Management – Wealth Management Theory and Practice
I believe knowledge should be shared so it can make a difference in the lives of others. Let’s work together to achieve your version of financial success through our shared experiences and knowledge. I’m looking forward to seeing you in our next class soon.
