Rob Williams – My Story
Rob works with clients to provide a holistic approach to help them understand, prioritize and pursue their long-term goals. He began his career as a Financial Advisor with A.G. Edwards in 2007, where he developed his fundamental investment principles. Rob joined Harbor Financial Group in 2009 where he focuses on providing personalized financial advice for individuals, families and businesses.
Rob earned the Certified Financial Planner™ education from the College for Financial Planning. He achieved this certification by meeting the rigorous experience and ethical requirements of the CFP® Board. He successfully completed financial planning coursework, passed the certification examination and meets the stringent continuing education requirements.
Outside of the office Rob enjoys giving back to his community as well as spending time outdoors with his family. He is a member of the Rotary Club of St. Andrews where he is a Paul Harris Fellow and a Rotary Reader. He and his wife enjoy playing tennis, golf, soccer and paddle boarding.
He met his wife Marci while attending the College of Charleston where he graduated with a degree in Business Administration in 2005. Originally from Virginia Beach they have called Charleston home for the last 14 years. They have two sons, Dutch and Garrett.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.