MEET OUR TEAM

J. Harold Williams

Founder, Managing Director
CPA/PFS, CFP^®

Mr. J. Harold Williams brings nearly 50 years of wealth management experience to Precedent Wealth Partners. After beginning his career practicing accounting with a national CPA firm, Harold served as a wealth management executive in Houston, Texas. Harold holds a bachelor’s degree in Accounting from the University of Houston and is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He is also a Certified Public Accountant and Personal Financial Specialist. He has served as a member of The Investment Advisory Board for the South Texas College of Law Endowment, the Wealth Managers Advisory Board to Charles Schwab & Co., and has held board memberships with two Texas-based banks. Harold has held memberships in the American Institute of CPAs and the Houston Chapter of the Financial Planning Association. Mr. Williams also served as an officer in the United States Army.