Lemar  Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Lemar Williams, CFP®

801 International Pkwy, Ste 500
Lake Mary, FL 32746-4763
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Lemar Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Lake Mary, FL and the surrounding communities.

Financial Advisor Overview

We are dedicated to helping families seek their wealth potential in alignment with their goals, values, and principles. As wealth and legacy planners, we offer comprehensive financial plans that include guidance for your trust, estate planning, insurance, and investment needs.


Financial Advisor Experience

For almost two decades as a financial professional, Lemar Williams has dedicated himself to helping others grow their wealth potential. He firmly believes that every person has the potential to create the type of wealth that can impact more than one lifetime.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 55, 63, 65

Designations & Certifications

  • Other - CTFA

Insurance Licenses

  • Life insurance: FL, MD,NY,TX,MI
  • Fixed annuities: FL, MD,NY,TX,MI
  • Variable annuities: FL, MD,NY,TX,MI

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources