David Williams brings a deep blend of legal and financial insight to his trust and estate planning practice. After moving to North Carolina in 1997, he built long?standing roots in the region, supported by a family history that traces back to the 1700s in Charlotte. His years as a Registered Investment Advisor and Registered Representative give him uncommon fluency in the intersection of estate law, wealth management, and long?term planning. David’s commitment to public service—including roles as a Union County Commissioner, Chairman of Partners Behavioral Health Management, and volunteer attorney with the NC Lawyers for Entrepreneurs Assistance Program—reflects the same steady, client?focused approach he brings to every estate plan and trust structure he designs.