Anthony Williams is a financial advisor with a purpose-driven approach to helping individuals and families build holistic, lasting wealth. Born in Raleigh, North Carolina, with deep family roots in Queens, New York, Anthony’s path has been shaped by strong values, real-life responsibility, and a commitment to serving others with integrity and intention.
A graduate of UNC Greensboro with a degree in business management, Anthony currently serves as Chair of the Network and Events Committee on the university’s Alumni Association Board. Since joining Equitable Advisors in 2021, he has worked with a diverse range of clients — particularly in the healthcare and corporate professional communities — to provide comprehensive planning and long-term guidance.
Anthony is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation and has led numerous financial literacy seminars aimed at educating and empowering underserved communities. He brings a grounded, relationship-based approach to planning — focused on long-term alignment, clarity, and trust.
Now based in Charlotte, Anthony shares life with his longtime girlfriend and values living with intention across every area of life. He prioritizes health and fitness, enjoys trying new restaurants and cuisines, and stays active through running, basketball, and golf. He believes wealth isn’t just financial — it’s about wellness, preparedness, and creating space for a life of meaning and impact.