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Johnny W
CFP®, Series 66
Charlotte, NC
Present Day Financial Planning, LLC
Johnny Williams is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Present Day Financial Planning, LLC and has previously worked at Ally Invest Advisors, Morgan Stanley, and LPL Financial. Outside of advisory work, he is a sole proprietor of a rental property business in Charlotte, NC. Present Day Financial Planning provides fee-only investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a combination of passive and active funds aligned with client risk tolerances and goals, employing third-party model platforms while maintaining client-imposed restrictions.
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