Dane Williams, CFP®, CKA®, CPA
Sr. Financial Planner
Nashville, TN
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Services Offered
Dane Williams is a senior financial planner for the Everyday Steward® division of Ronald Blue Trust and serves clients out of the office in Nashville, Tennessee.
As a CERTIFIED FINANCIAL PLANNERTM certificant Dane uses his objective perspective to help clients experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Prior to Ronald Blue Trust, Dane worked as a financial advisor for Howell Financial Services, Inc. where he served individuals, families, and business leaders by helping them develop a plan for their financial future. Dane started his career in public accounting with RubinBrown LLP in their Assurance Services department. He also worked as a corporate accountant for Spartan Light Metal Products, Inc.
Dane graduated magna cum laude from Southern Illinois University – Carbondale earning his BS in accounting and his master’s in accountancy.
Dane and his wife, Haley, have three children and live in Spring Hill, TN. He enjoys being outdoors and spending quality time with friends and family.
Resources
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.