Courtland Williams

Regional Director, Complex Manager and Advisor @Raymond James

Greenville, SC, US
EMAILS
c••••••••@raymondjames.com
MOBILE NUMBERS
+13•••••••00

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WORK HISTORY

Jan 2003 — Present

Regional Director, Complex Manager and Advisor @Raymond James

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Greenville, SC, US

I began my financial services career in 2003 with Morgan Keegan in Birmingham, and after seven successful years as both an advisor and manager, moved to Greenville in 2011 to manage the firm’s offices there. When Raymond James acquired Morgan Keegan in 2012, I continued as branch and then complex manager for RJA’s upstate SC branches. In 2019, I was appointed Regional Director for the Southern Division, covering Alabama, Mississippi, South Carolina and Tennessee.I am a graduate of the Raymond James Senior Leadership Program, and have served on the firm’s Branch Manager Advisory Council, AMP Advisory Council, Raymond James Trust Advisory Council and the Change Management Advisory Council.

EDUCATION

N/A

Auburn University, College of Business

Bachelor's degree

SKILLS

Retirement PlanningWealth ManagementCoachingTrainingInvestmentsManagement

ABOUT COURTLAND WILLIAMS

I’m proud to represent our firm as our Regional Director of the Mid-Atlantic Region. As…

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