Bruce Williams, CFP®
Sr. Private Wealth Advisor
Nashville, TN
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Services Offered
Bruce Williams is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Nashville, Tennessee.
Bruce joined Ronald Blue Trust in 1986 and was responsible for establishing the Nashville office in 1994. He led the office as managing director for 23 years before transitioning into his role as a senior private wealth advisor.
As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Bruce uses his experience to help clients make wise financial decisions. His goal is to help those he serves focus on the things that matter most to them. Bruce and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
After receiving his BS in accounting from the University of Alabama, Bruce worked in public accounting for four years with Arthur Andersen & Co.
Bruce currently serves as an elder at his church and on the board of McGowan Global Institute.
Bruce and his wife, Mary, have three children and live in Brentwood, Tennessee.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.