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Robert S. McWilliams, JR.
200 W Forsyth Street, Suite 600
Jacksonville, FL 32202
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Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself on getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet current needs, and more importantly, future needs.
My investment experience began in 1984 as a researcher and developer of stock market and real estate investment portfolio disciplines for a pension investment firm. After 27 years of executive and investment experience managing specialized equity portfolios, I broadened my horizons to include other financial products to more fully meet the needs of today’s client.
As CEO and chief investment officer of my own investment advisory firm for 20 years, I served in most major positions of investment management, from researcher and developer of new investment strategies to portfolio implementation and administration. Client services were provided to individual investors, trusts, foundations, a family of limited partnerships, and an investment company.
I graduated from Georgia Tech with a Bachelor’s degree in Civil Engineering and a Masters of Science in Environmental Engineering. I also completed extensive post-graduate work in Real Estate Finance at Georgia State University. The analytical skills I developed in these disciplines are a basis for the fresh perspectives I bring to my position as a wealth management advisor and financial advisor offering investments, life insurance, disability income, and longterm care insurance.
P90X and other fitness-training, sporting clays, and cycling are some of the things I enjoy for fitness and recreation. My civic activities include serving my fourth year as President of the 84th Annual Savannah Tour of Homes and Gardens, as well as being an active member of several music ministries at my church. I served as president of my BNI chapter for business networking and referral, which was recognized with the BNI Founders Award as a top-performing chapter in the world. I am honored to have been awarded the coveted Eagle Scout Badge. I reside in Savannah GA, have three adult sons, and recently became a granddad.