Broker Check
Todd C. Williams, CFP®

Todd C. Williams, CFP®

Director of Communications and Financial Planner

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.  He completed the Rice University CFP® Certification Education Program in 2012 and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015.

Todd has been working in the Financial Services industry since 2008. For the past six years, he has been working with Charles R. Green & Associates Inc., where he assists with portfolio management, investment research, client review meetings and delivery of new client financial plans.

By providing personalized guidance and strategies, Todd aims to alleviate financial stress, cultivate financial confidence, and help clients achieve their dreams and aspirations.  Being a financial planner allows Todd to make a positive impact on peoples lives, guiding them toward long-term financial security and peace of mind.

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 Osaic Wealth, Inc.