Marco R. Williams, CFP® is a senior regional manager at Schwab Wealth Investment Advisory, Inc. Williams has over 15 years of wealth management experience, guiding investors across a wide spectrum of affluence, and employs a pragmatic approach grounded in a belief that advisors should build their practices with intention and on their own terms. 

Williams serves as a regional leader responsible for the development and growth of wealth advisory services throughout the firm’s Southeast footprint. His experience has prepared him to consult advisors and investors on a wide range of practice management and wealth management related issues. However, his professional passions are steeped in portfolio management, practice management, and a growing appetite for complex estate planning issues. Prior to joining Schwab, Williams was a vice president and regional practice management consultant with J.P. Morgan, a portfolio consultant with Schwab Private Client Investment Advisory, Inc., a financial planning specialist with Morgan Stanley, and an investment representative with Edward D. Jones & Co.

Williams is a graduate of Boston College (B.S., Marketing), the University of South Florida (B.A., Economics), and is currently pursuing an Executive MBA through Emory University’s Goizueta Business School. He holds FINRA licenses Series 7, 66, and 31, state license for Life, Health, and Variable Annuity products and is recognized by the CFP Board as a Certified Financial Planner® (CFP®) professional.