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Harold Williams

Harold Williams is a CPA (Certified Public Accountant) and a CFP Practitioner. He started his career in public accounting after serving as an officer in the United States Army. Harold then served as Managing Partner and CEO of a prominent Houston wealth management firm for over 40 years. He has served as a member of the Investment Advisory Board for the South Texas College of Law Endowment, The Wealth Managers Advisory Board to Charles Schwab & Co., and has held board memberships with two Texas-based banks.

Harold has held memberships in the American Institute of CPAs and the Houston Chapter of the Financial Planning Association. Harold is a native Houstonian - he has two children and many grandchildren.