• 817-348-8700
  • invest@charlesrgreen.com
  • 1612 Summit Ave., Ste. 350, Fort Worth, TX 76102

Todd C. Williams, CFP®

  1. Todd C. Williams, CFP®
Todd C. Williams, CFP®

Director of Communications

Todd C. Williams, CFP®

Todd 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 and most recently with Waterway Wealth Management in The Woodlands where he was responsible for 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, serves as a mentor with The First Tee of Fort Worth, and is a member of the Fort Worth Tarrant County A&M Club.  Todd enjoys traveling, playing golf, and spending time with family and friends.

 

Todd is a Registered Representative through SagePoint Financial, Inc.