Wealth Management Since 1971

J. HAROLD WILLIAMS

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J. HAROLD WILLIAMS

CPA/PFS, CFP®

MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER

CHAIRMAN

Industry Experience: 43 years

  • Graduate summa cum laude, University of Houston – B.A., Business Administration & Accounting
  • Previous to L&W, served as Officer in the United States Army and practiced accounting with a national CPA firm
  • Currently serves L&W on the Wealth Planning Committee, Investment Committee, Client Service & Operations Committee, Management Committee, and chairs the L&W Board of Directors
  • Member of American Institute of CPAs and Financial Planning Association, Houston Chapter
  • Frequent presenter for continuing education at various CPA and financial professional group meetings
  • Past service as member of the Investment Advisory Board for the South Texas College of Law Endowment, Trust Investment Committee for Cadence Bank, Wealth Managers Advisory Board to Charles Schwab & Co., as well as the Boards of two Texas-based banks
  • Native-born Houstonian; married with two grown children

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