Jan J. Williams
Financial Advisor & Retirement Planning Specialist @Equitable Advisors
Atlanta, GA, US
EMAILS
j••••••••@equitable.com
MOBILE NUMBERS
+12•••••••88
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WORK HISTORY
Jan 2020 — Present
Financial Advisor & Retirement Planning Specialist @Equitable Advisors
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EDUCATION
2007 — 2008
The Wharton School
Retirement Planning Certification
1983 — 1985
Naval Postgraduate School
MS, Information Systems
1978 — 1980
Pepperdine Graziadio Business School
MBA, Finance
1974 — 1976
North Carolina Agricultural and Technical State University
Dual BS, Finance & Economics
SKILLS
Estate StrategiesEmployee Benefit PlanningCharitable Gifting StrategiesPersonal Financial PlanningAsset Protection StrategiesBusiness Succession StrategiesWealth ManagementRetirement PlanningFamily ProtectionBusiness Exit StrategiesBusiness Planning
ABOUT JAN J. WILLIAMS
Helping Business owners Protect, Preserve and Pursue more value from their business, more…
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