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

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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

See what our version of financial planning looks like.

Learn More

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