Charles Williams

As a financial advisor, I enjoy spending my days getting to know our clients, working together to clarify goals, identifying steps for forward progress and staying on track to achieve those goals.

Our process is values-rooted, goals-based and life-centered. It's all about your values, your goals and your life. Our personalized financial solutions use tools like certificates of deposit, money market funds, stocks, bonds, mutual funds, ETFs, annuities, individual and business retirement plans, college savings plans, long-term care insurance and life insurance. The objective is to help clients build and protect lives of clarity, meaning and contentment. I came to Edward Jones in 2007 and bring to this role decades of experience helping people with life's challenges and choices as a minister in the U.S. and missionary in Japan. I am a graduate of the University of Mobile, Southern Baptist Seminary, and Fuller Seminary. As a financial professional, I hold the Series 7 and Series 66 securities licenses and am licensed for life insurance and long-term care insurance. To better serve our clients' needs, I have earned the Wealth Management Certified Professional® or WMCP®, Chartered Retirement Planning Counselor™ or CRPC™ and Certified Kingdom Advisor® or CKA® designations. My registered branch associate, Jennifer Dougherty, has a wealth of experience and provides exceptional service and care to our clients to keep things as simple as possible. And we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive process that leverages everyone's expertise. My wife, Darlene, is a retired registered nurse. We have four children and eight grandchildren. We like spending time with family, church activities, travel, watching movies and SEC football. I enjoy community involvement as an Ambassador for the Shelbyville-Bedford County Chamber of Commerce, Child Development Center of Bedford County advisory board member, and Caregiver Relief of Bedford County board member.. Please call or email us if you would like to schedule a time to get acquainted in person, by phone or by web conference.