Jeannette M. Williams

Financial Advisor
270-484-8100

With over 20 years of experience in personal financial guidance, I've dedicated my career to helping individuals aim to build and secure their financial futures. As a U.S. Army veteran and former service member at Fort Campbell, I deeply understand the unique needs of our service members and their families. The strong work ethic instilled in me by the military now fuels my role as a Financial Advisor at Southern Wealth Investments. After completing my service, I chose to make Clarksville my permanent home in 2007, embracing the community I love and serve.

I specialize in Wealth Accumulation and Retirement Income Planning. I believe in crafting tailored strategies that align with each client's long-term goals, to pursue financial stability and prosperity. My passion lies in providing valued, hometown guidance, leveraging the expertise I've gained from working with independent wealth management firms and John Hancock over the years.

I'm committed to empowering my clients and take immense pride in helping them navigate their financial journeys with confidence and clarity. Whether you're planning for retirement or seeking strategies aimed at growing your wealth, I'm here to guide you every step of the way.
 

Lana Williams

Director of Marketing & Client Relations
931-378-0263

I am delighted to introduce myself as the newest member of Southern Wealth Investments, joining my mother, Jeannette Williams, in continuing the tradition of excellence and dedication that has made this business thrive.

Having graduated from Rossview High School here in our community, I take great pride in my local roots. As I prepare to graduate from Austin Peay State University in December 2025, I look forward to bringing fresh perspectives, dynamic ideas, and unwavering commitment to service.

Southern Wealth Investments has always been about trust, expertise, and personalized service. As I step into this role, my focus will be on building strong relationships and ensuring that our clients receive the highest level of support and guidance.

I’m excited to embark on this journey and look forward to meeting and working with each of you. Please feel free to reach out—I would love the opportunity to connect and discuss how we can support your financial success.