Elliot Williams, CFP®, CPA

Principal

Raleigh

Client Advisory

Biography

Elliot Williams is a Wealth Advisor in the Raleigh office. He provides comprehensive financial planning and wealth management services to high net-worth-individuals, business owners and corporate executives, helping them navigate complex financial and life decisions to achieve both their short and long-term goals and everything in between.

Prior to joining Cerity Partners, Elliot began his career in private accounting before transitioning into governmental accounting, public tax, and ultimately wealth advisory, where he discovered his true calling. As a CPA, his extensive background in accounting and taxation provides a strong foundation for delivering comprehensive financial advice, with a keen focus on business and tax planning.

In his spare time, Elliot enjoys spending time with his wife and two kids, playing jazz piano, and training for triathlons.

Education

  • B.B.A in Accounting from Middle Tennessee State University

Highlights

  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER®
  • Retirement Income Certified Professional (RICP®)
  • Member of The Georgia Society of CPAs
  • Member of the Financial Planning Association of Georgia
  • Member of the American Institute of Certified Public Accountants

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