Jayar Williams

Jayar D. Williams, CRPC®
Assistant Vice President Financial Consultant Truist Investment Services, Inc.
The Knights Avenue Group of Truist Investment Services, Inc.

2300 East Colonial Dr

Orlando, FL 32803

Jayar.Williams@Truist.com

Phone 407-964-3339

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About me

Background

Jayar Williams is a Financial Consultant with Truist Investment Services, Inc. offering clients more than 19 years of comprehensive wealth management experience, focusing on investments, financial planning, insurance, and estate strategies*. Jayar focuses on making a positive difference in his clients’ financial wellbeing, while striving to address their financial goals. He's committed to conducting business in an honest, ethical, and prudent manner, and providing excellent service, comprehensive financial planning, and investment opinions and advice.

His focus is on advising clients to develop and implement investment strategies that help address immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies.

Jayar is a Registered Representative who holds Series 6, 7, 63, 65, 66 securities registrations as well as his life, variable annuities, and health insurance licenses. Jayar has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation accredited by the College for Financial Planning.

*Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Associate of Arts Criminal Justice
Valencia CC 1995 1998

Personal Interests

In his spare time, Jayar's hobbies include spending quality time with his family and friends, traveling throughout the Caribbean, and enjoying roller coasters at the local theme parks.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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