Todd Williams is a Texas native, born and raised in Beaumont. He is a 2007 graduate of Texas A&M University with a Bachelor of Business Administration in Finance.
Todd has been working in the Financial Services industry since 2008. For the past three years Todd has been working with Charles R. Green & Associates, where he assists with portfolio management, investment research, client review meetings and delivery of new client financial plans.
Todd completed the Rice University CFP® Certification Education Program in 2012 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. The CFP® certification covers the following areas: risk management, investments, tax planning, retirement and employee benefits, and estate planning. CFP® professionals agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Todd currently resides in Fort Worth where he is involved with the Fort Worth Stock Show & Rodeo and a member of the Fort Worth Stock Show Syndicate. Todd was selected as an honoree by the Fort Worth Business Press for the 2021 40 Under 40 Club. This award recognizes successful young professionals who have partnered to make a difference in their industries and communities. Todd also serves as a mentor with The First Tee of Fort Worth and is an alumnus of the Fort Worth Tarrant County A&M Club. Todd enjoys traveling, golfing, all aspects of the FWSSR and spending time with his wife Brittney, their chocolate Lab Dutton, family, and friends.
Todd Williams is a Registered Representative through SagePoint Financial, Inc.