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

Founder & President

For almost two decades, Lemar 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 in every person’s greatest asset, which is themselves and the individuals they care most about.

Credentials

  • Certified Financial Planner™ (CFP®)  - Financial planning designation awarded by the Certified Financial Planner Board of Standards, Inc.
  • Certified Private Wealth Advisor® (CPWA®) -  Advanced planning designation awarded by the Investments & Wealth Institute.
  • Certified Trust and Fiduciary Advisor (CTFA)  -  Trust fiduciary designation awarded by the ABA Institute of Certified Bankers.
  • Chartered Life Underwriter® (CLU®)  - Advanced insurance planning designation awarded by the American College of Financial Services.
  • Certified Estate Planner™ (CEP®) - Estate planning designation awarded by the National Institute of Certified Estate Planners.

Experience

  • Bank of New York Mellon – Institutional Investment Professional (2008 to 2014)
  • Merrill Lynch/Bank of America – Wealth Management Advisor (2014 – 2022)
  • LPL Financial (Traditions) – Independent Advisor (2022 - Present)

Education

  • Florida Atlantic University - Bachelor’s Degree in finance 
  • Nova Southeastern University – Master’s in Business Administration 
  • Yale School of Management -  Wealth Management Theory and Practice

Awards and Service

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.

Away from the Office

Lemar lives in Central Florida with his wife and 7 year old daughter. He is active in his community and supports local nonprofits that provide financial assistance to families in need. He serves in leadership roles for the Central Florida Estate Planning Council. His personal mission is to cultivate better collaboration between Financial Advisors, CPAs, and Estate Attorneys so they can better serve their clients.