Not all Financial Advisors

are the same

Brad Williams, CFP®
Wealth Advisor
(864) 414-9243

56 Parkway Commons Way Greer, SC 29650

Brad Williams is a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ practitioner whose career in financial services began in 2009.

Originally from Spartanburg, Brad has lived most of his life in Upstate SC. He met his wife, Jenni, while they were students in the Honors College at the University of South Carolina. They welcomed their daughter, Cora, in 2023.

Brad and Jenni share a love for the outdoors, travel, Gamecock sports and are active members of Advent United Methodist Church in Simpsonville.

As an Eagle Scout, serving the community is close to Brad’s heart. He enjoys providing personal finance education to students at his Alma Mater and other organizations. He and Jenni are heavily involved with the Greenville Walk to End Alzheimer’s and serve their church in various capacities.

Brad has a passion for music. He enjoys singing in the Advent Chancel Choir, playing the banjo & guitar, and is a self-proclaimed country music encyclopedia.

A word from Brad

‟Our process has been carefully crafted to ensure that the families we serve can pursue their ideal lives with confidence. We can equip you with the knowledge and resources you need to make productive financial decisions through every season. We don’t just draw a map and send you on your way. Our charge is to hold the lamp that lights your path for as long as you choose to include us on the journey.”


Financial Planning
Estate Concerns
Family Dynamics



Holds Series 7 through LPL Financial, holds Series 66 through LPL and IFG Advisory, LLC.

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