Josh Williams, CFP®

Wealth Manager

Josh Williams helps clients make confident financial decisions through a comprehensive, collaborative planning process that integrates their goals and values into every stage of their financial life.

Josh spent nine years as a relationship manager with United Capital before moving into his current role. Earlier in his career, he worked in the financial services division of the National Automobile Dealers Association (NADA), where he spent more than eleven years overseeing the administration and daily operations of retirement plans for clients across the country.

Josh holds a Bachelor of Science degree in business administration, with a minor in economics, from Shepherd University, where he graduated summa cum laude and received the McMurran Scholar Award. He is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.

Josh enjoys playing sports and games, taking trips to the beach and, most importantly, spending time with his wife and daughter.

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