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 in 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 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 financial advisor offering investments, life insurance, disability income and long-term care insurance.
P90X and Insanity fitness-training, sporting clays, cycling and kayaking are some of the things I enjoy for fitness and recreation. My 2017 civic activities include serving as president of the 82nd Annual Savannah Tour of Homes and Gardens, as well as being an active member of several music ministries at my church. I also serve as president of my BNI chapter for business networking. I am honored to have been awarded the coveted Eagle Scout Badge. I reside in Savannah GA and have three adult sons.
Robert S. McWilliams, Jr is a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 200 W Forsyth Street, Suite 600, Jacksonville, FL 32202. Tel 904-998-7300
Area(s) of Focus
- Insurance Strategies
- Investment Strategies