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Devereaux W
CFP®, Series 66
Alexander City, AL
Blalock Williams, LLC
Devereaux Williams is a CFP® professional with eight years of industry experience, currently serving at Blalock Williams, LLC since 2023. His background includes roles at The Ascent Group, Ameritas Advisory Services, and Ameritas Investment Corp, as well as a 12-year tenure with the PGA Tour. Williams holds board positions with several local organizations, including Scott Accounting, Wicker Point Country Club, and Lake Martin Auburn Club, and contributes as a columnist for Lake Martin Living Magazine. Blalock Williams serves individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans, managing approximately $176 million in assets. The firm offers customized, long-term investment portfolios using ETFs, mutual funds, stocks, and bonds, and provides discretionary and non-discretionary management along with financial planning and retirement plan advisory services.
John B
CFP®, Series 63, Series 66
Homewood, AL
Blalock Williams, LLC
John Blalock IV is a CFP® professional at Blalock Williams, LLC with 21 years of industry experience. His background includes roles at Ameritas Advisory Services, LLC and The Ascent Group, LLC, among others. Outside of advising, he is involved in independent insurance sales and owns a business entity used for accounting purposes. Blalock Williams provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, including high net worth individuals, trusts, estates, businesses, charitable organizations, and bank or thrift institutions. The firm manages approximately $242.6 million in client assets, emphasizing fundamental analysis and a long-term investment approach using a mix of ETFs, mutual funds, individual equities, bonds, and selectively alternative investments.
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