Taylor Williams, Sr., CFP®

Personal Wealth Advisor

Taylor has been a CFP Professional since 1997 and has been helping families reach their financial goals ever since. Taylor believes that financial planning takes the emotion out of investment planning and BIP provides access to alternative investments that allows for diversifying traditional portfolios with the idea of increasing performance and lowering risk.

While not at work, Taylor loves enjoying the outdoors and getting some fresh air therapy by spending time at his farm or in pursuit of game and fish. Taylor has 2 black labs, and became an Alabama Crimson Tide fan in 2015 when his oldest godson attended University of Alabama. Since then, he’s had 2 daughters graduate and now his youngest godson is a student in Ttown.

Taylor resides in Buckhead with his wife Liz and son Taylor Jr., who is in his last year in high school, and 2 black labs, Winnie and Talley. He has two adult daughters, Candler and Reagan, who are now out in the real world.


  • BS Marketing – Charleston Southern University

Prior Professional Experience

  • Private Client Consultant – Charles Schwab & Co.
  • Partner – Wellspring Wealth Management

Associations and Affiliations

  • Forest Landowners Association
  • American Forest Foundation

Licenses and Registrations

  • Series 65
  • Investment Advisor Representative