Johnathan P Williams, CFP®, CLU®

Financial Advisor

A Team You Can Trust

Johnathan Williams and his team are advocates for a variety of clients in the greater Triangle area. Formally a United States Paratrooper and Army Veteran, Johnathan continues to serve by representing one of the finest financial services institutions; his core values of integrity, personal responsibility, excellence and family are without compromise.  Johnathan recognizes the quality of the client relationship as the hallmark for success. Only by helping clients visualize their potential for financial security can Johnathan keep the client headed in the right direction to realize their financial potential.

My Mission

"My mission is to help individuals achieve financial security for themselves, their families, and their businesses by listening to their hopes, dreams, goals, and fears. My goal is to gain an understanding of their situation and recommend solutions tailored to the individual client with a focus on relationships, service, and the care I would want for my own family."
--Johnathan Williams


Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck