Susan Williams is Vice President & Trust Officer, often serving clients in their mature years and also working with businesses with $1 – $15 million in their 401(k) retirement plans. She has more than twenty years of experience in financial planning, tax, investments, and trusts. Susan serves on our internal Investment Committee and organizes our Financial Planning efforts, as well.
Susan holds a Bachelor of Business Administration in Finance from Radford University and a Master of Science in Personal Financial Planning from the College for Financial Planning in Denver, CO. Susan is a Certified Financial Planner® and a Retirement Plans Associate.
Susan is a graduate of Leadership Blount 2016 and Experience Your Smokies. She is a long time member of the East Tn Financial Planning Association, where she served as President, and a member of the Knoxville Estate Planning Council. Committed to serving those who have served our country, Susan also assists Veterans and Wounded Warriors with financial planning and securing permanent homes for their families.