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Stephen B. Carney, ChFC®

Stephen B. Carney, ChFC®

Partner and Wealth Advisor

Steve Carney, ChFC®, is a 20 year veteran in the financial services industry.  He is passionate about building strong relationships with his clients and seeks to discern their needs so he can help them pursue their financial goals.  He has extensive knowledge of many investment strategies and the ability to determine which appropriately fits his client’s specific situation.  In 2013 and 2014 while at Capital One Financial Advisors he received the Summit Award which recognizes outstanding sales and client service and he served in various capacities such as the Premier Advisory Panel and Products Selection Committee. He obtained his Chartered Financial Consultant, ChFC®, designation in 2003. 

A native of Covington, Louisiana, Steve graduated from Louisiana Tech University, with a Bachelor of Science degree in Accounting. The combination of industry experience, credentials, formal education, and aiming towards long term positive results that came from nurturing client relationships has made Steve a perfect fit for the extensive comprehensive wealth management culture at Williams Financial Advisors, LLC.

 In his spare time he enjoys golfing, grilling, and spending time with his wife, Holly and their three children, Hollis, Abby & Katie.

 

Getting to Know Steve

 

Favorite food: BBQ Ribs

 

Favorite book: Alexander Hamilton’s Biography by Ron Chernow

 

Favorite Sports Team: New Orleans Saints

 

Bucket List: Go to Masters, again.

 

Best Investment Advice: Pay yourself first, every month.

 

Favorite Quote: “You will get all you want in life, if you help enough other people get what they want.” Zig Zigler