Buck Williams

About Buck Williams

Buck Williams, CFP®, CEPA® is a Founding Partner | Private Wealth Advisor with Coastal Oak Wealth Advisors. Buck has been named as a Forbes America’s Top Next-Gen Wealth Advisor in 2022 and 2023.Prior to joining Coastal Oak Wealth Advisors in 2024, Buck brings 13 years of experience from UBS, Merrill Lynch and Fidelity Investments. Buck is passionate about helping successful families, executives, foundations, endowments and corporate entities with all of their financial needs.Buck’s community involvement is centered on the things he is most passionate about: youth development, education, and the outdoors.Buck is actively involved with the Jacksonville Public Education Fund currently serving as Vice Chair on the Board of Directors, Chair of the Governance Committee and a member of the Finance and HR & Compensation Committees.His other active involvement includes serving as a member of the Board of Directors and Finance Committee of the Sanctuary on 8th Street having served as Treasurer from 20••••23. Buck also is involved with the Museum of Science & History (MOSH) on the MOSH Genesis Capital Campaign tasked with raising the funds to build a new Museum on the Northbank of Downtown Jacksonville.Some of his previous involvement includes being a past Chair and member of the Troop Committee for Boy Scout Troop 26 at St. Mark’s Episcopal Church as well as graduate of the Weaver Philanthropic Initiative Class of 2015.Buck, a 5th generation Jacksonville native, graduated from the University of Florida where he earned his bachelor’s degree in Food and Resource Economics and a minor in Business Administration. Buck and his wife Susannah currently reside in Ortega with their 3 daughters Bebe, Cameron and Palmer and their yellow lab Bertie. Outside of work, Buck enjoys playing golf and tennis as well as spending time in the outdoors and on the water.Forbes Top Next-Gen Wealth Advisors Best-in-State 2023, developed by Shook Research, is based on the period from 3/31/22 to 3/31/23 and was released 8/8/2023. 3,738 nominations were received and 1,464 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: Please and

Experience

1. Founding Partner, Coastal Oak Wealth Advisors Financial Advisor

   Raymond James

   Present

   Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Coastal Oak Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.

Education

• University of Florida

  Bachelor of Science (B.S.)

  2005 — 2009

• University of Florida

  Minor

  2005 — 2009