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Jan  Williams, MBA

Jan Williams, MBA

Managing Partner | Retirement Planning Specialist at Family Legacy Wealth Solutions

  • 20+ years of industry experience as a financial advisor
  • Maintains the Equitable Advisors title of Qualified Plans Specialist and Executive Group Benefit Specialist
  • Retirement Planning Specialist, having received a Certificate in Retirement Planning from the Wharton School of Business at the University of Pennsylvania
  • Selected to attend Equitable’s advanced investment strategies curriculum at Harvard University
  • BS in Finance and Engineering from North Carolina A&T State University
  • MBA in Finance from Pepperdine University
  • MS in Computer Science from the Naval Post Graduate School
  • Sought after speaker for national forums and Fortune 100 Companies.
  • A member of The Atlanta Business League, The American-Israel Chamber of Commerce, and lifetime member of the National Black MBA Association
  • Jan lives in Atlanta, GA with his 2 kids


Jan Williams has earned the Retirement Planning Specialist (RPS) title. The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.

California Insurance License #: #0D14507

Family Legacy Wealth Solutions is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.