Jan joined AXA Advisors in 1997, after retiring as an officer
from the Marine Corps. Driven by common goals of using comprehensive
Financial Planning as the blueprint for wealth accumulation,
he formed a partnership with Lisa Scott to provide targeted
services in the areas of Retirement Planning, Estate Conservation,
and Business Succession. He is an AXA credentialed Executive
Benefits Specialist, and employs a team concept by working closely
with his client's CPA's and attorneys when developing strategies
to address their needs.For six consecutive years, AllianceBerstein's Elite Advisor Team has selected Jan as a member in recognition of his superior performance in his profession. Jan has also been selected to addressed national forums such as the AXA/Black Enterprise Ski Challenges, 100 Black Men's President's Council, Georgia Dental Association, Morehouse School of Medicine's Alumni Association, and The Links National Assembly; on Estate and Business Succession Planning. Jan earned dual BS degrees in Finance & Engineering from NC A&T State University, MBA in Finance from Pepperdine University, and a MS in Computer Science from the Naval Post Graduate School. Jan is the lead volunteer instructor for "Good Choice Inc.", a nonprofit devoted to teaching wealth building skills to local children, Treasurer of West End Medical Center's Board of Directors, member of 100 Black Men of America, and peddles his bicycle in 500+ mile events each year to raise money for AIDS vaccine research. |
Jan J. Williams, MBA
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Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
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