PROFESSIONAL PROFILE

Janet Williams has worked in the financial services industry since 1997 and joined Merrill Lynch in January 2011. Her focus is on helping individuals and families navigate important financial decisions. She uses her knowledge and experience to help clients pursue their goals , by creating individualized investment solutions.

Janet and Jennifer believe in a personal approach to wealth management. Before they develop a customized investment solution they will endeavor to review all aspects of a client’s financial life recognizing that service and periodic reviews are important.

Janet graduated Magna Cum Laude from Hiram College in Hiram, Ohio in 1993. Following graduation, Janet moved to Hilton Head Island where she has been involved in various community roles, including past Chairperson for the Board of Regents to the Hilton Head/ Bluffton Chamber of Commerce Leadership Program, current President to the Alumni Association, member of Coastal/Georgia Phi Beta Kappa Chapter. She and her husband, Mark, have two children. Her hobbies include tennis, golf and running.

Jennifer has obtained her CERTIFIED FINANCIAL PLANNER ™ certification and has a degree in Applied Physics from Hiram College in Hiram, Ohio. She has worked in the financial services industry since 2007 and joined Merrill Lynch in 2011. She moved to Hilton Head in 1993. Jennifer currently is the President-elect to the Zonta Club of Bluffton, the Public Relations Director on the Board of Directors of the Rotary Club of Hilton Head Island and is a member of the Board of Regents for the Hilton Head/Bluffton Chamber of Commerce Leadership Program. She cantors at Holy Family Catholic Church and volunteers on the Amercan Cancer Society Winter Benefit Committee as well. Her hobbies include tennis, golf, and running.