Robert Williams is a Wealth Management Advisor based in the Lexington office of Merrill Lynch Wealth Management. He leads the Williams & Associates team, serving high-net-worth families and businesses by providing comprehensive wealth management guidance and investment management solutions. Utilizing the comprehensive resources available through Bank of America, Merrill, and Bank of America Private Bank, he assists clients throughout all phases of life to achieve clarity, efficiency, and certainty in their financial affairs. With over two decades of experience, Robert’s expertise encompasses areas such as personal retirement planning, legacy planning, managing new wealth, family wealth management strategies, corporate executive services, tax minimization, and more. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Kentucky. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains FINRA Series 7, 31, and 66 registrations, along with Kentucky Life and Health Insurance licenses. Outside of his professional role, Robert enjoys spending time with family and friends and has personal interests in travel, various sports including basketball, football, soccer, running, and swimming, as well as music and fitness. He is also affiliated with the Living Arts & Science Center in his community.

Corey Harding is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and State Employees' Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.