Nancy J. Williams, CFPA, RICP, CRPS®

Title: Independent Financial Advisor, President, Owner
Company: Carolina Capital Solutions LLC
Location: Bahama, North Carolina, United States

Nancy J. Williams, CFPA, RICP, CRPS®, independent financial advisor, president and owner of Carolina Capital Solutions LLC, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.

As the head of the full-service financial services firm, Ms. Williams is proud to provide assistance in the areas of wealth management, retirement planning, estate planning and investment and personal insurance services to small business owners and families. Since 2016, she has educated her clients on how to spend and save their money while assisting in obtaining suitable health and life insurance packages to meet their needs. She earned a Bachelor of Arts in political science from the University of Vermont in 1984. Inspired to pursue a career in finance due to her affinity for numbers, she subsequently began her career as a branch manager at Fleet Bank. Furthering her education, Ms. Williams became a chartered retirement plan specialist through the College for Financial Planning, a certified plan fiduciary advisor through the National Association of Plan Advisors and a retirement income certified professional through the American College of Financial Services.

Ms. Williams attributes her success to her sincere willingness to help people succeed. Moreover, she has dedicated her career to providing financial assistance to younger generations in an effort to prioritize necessary spending and saving. For her contributions in the field, she is honored to have been presented with a multitude of awards, notably the President Club Award through PHH Mortgage, the Affiliate of the Year Award through the Association of Realtors and the Application Leader of the Year Award, the Career Builder Award and the Career Development Award through Modern Woodmen of America. Over the course of her career, she has maintained professional affiliations with organizations such as the National Association of Plan Advisors, the Association of Realtors, the Financial Services Institute, the Chapel Hill-Carrboro Chamber of Commerce and the Bahama Ruritan Club. Looking toward the future, Ms. Williams aims to employ a number of advisors and eventually seek out someone to whom she can trust to take over her business.

For more information, please visit:

Marquis Who’s Who Press Release

Contact Ms. Williams

 

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