Lemar Williams,  CFP®, CPWA®, CTFA, CLU®

Meet Lemar Williams

Founder & President

For almost two decades as a financial professional, Lemar Williams has dedicated himself to helping others grow their wealth potential. He firmly believes that every person has the potential to create the type of wealth that can impact more than one lifetime.

Before founding Traditions Wealth & Legacy Planning, he worked as an investment professional for some of the largest and most powerful financial institutions in the world. He realized that despite the sustained financial success of these institutions, many individuals and families have not been able to sustain their own version of financial success over multiple generations.

Lemar Williams started Traditions because he believed it was time for a different approach. He is convicted in a belief that families and individuals can create the type of legacy that rivals the longevity of successful institutions. His philosophy is to invest into every person’s greatest asset, which is themselves and the individuals they care most about.

Background & Experience

Lemar Williams has acquired multiple designations to better serve his clients. He is a Certified Financial Planner™ (CFP®) Practitioner, a designation from the Certified Financial Planner Board of Standards, Inc. He is a Chartered Life Underwriter® (CLU®) designee, a professional designation awarded by the American College of Financial Services. He is a Certified Trust and Fiduciary Advisor (CTFA) designee, a designation offered through the ABA institute of Certified Bankers. He is also a Certified Private Wealth Advisor® (CPWA®) professional, a designation achieved through the Investments & Wealth Institute.

In 2022, Lemar Williams was recognized as a Top 50 Under 50 Diverse Financial Professional by the Association of African American Financial Advisors (AAAA). Each year, AAAA honors financial advisors based on their leadership in the industry and community, making this award especially meaningful to Lemar and the entire Traditions family.

Lemar graduated from Florida Atlantic University with a bachelor’s degree in finance and received his MBA from Nova Southeastern University. He also completed the Wealth Management Theory and Practice program offered by the Yale School of Management.

Away from the Office

Lemar lives in Central Florida with his wife and 5 year old daughter. He is active in his community and supports local nonprofits that provide financial assistance to families in need. 

Contact Lemar

Phone: (407) 553-3573

At Traditions, we believe in a comprehensive and client-centric approach to managing wealth. We design and implement a customized wealth management strategy based on every client’s unique situation.