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Lemar Williams
FOUNDER & PRESIDENT
Founder & President

Lemar Williams

“True strategic advantage is found not in the motion, but in the clarity of the vision.”

For almost two decades, Lemar worked as an investment professional for some of the largest and most powerful financial institutions in the world. He realized that despite the sustained financial success of these institutions, many individuals and families have not been able to sustain their own version of financial success over multiple generations. Lemar Williams started Traditions because he believed it was time for a different approach. He is convicted in a belief that families and individuals can create the type of legacy that rivals the longevity of successful institutions. His philosophy is to invest in every person’s greatest asset, which is themselves and the individuals they care most about.

Comprehensive planning solutions

Credentials

01

Certified Financial Planner™ (CFP®)

Financial planning designation awarded by the Certified Financial Planner Board of Standards, Inc.

02

Certified Private Wealth Advisor® (CPWA®)

Advanced planning designation awarded by the Investments & Wealth Institute.

03

Certified Trust and Fiduciary Advisor (CTFA)

Trust fiduciary designation awarded by the ABA Institute of Certified Bankers.

04

Chartered Life Underwriter® (CLU®)

Advanced insurance planning designation awarded by the American College of Financial Services.

05

Certified Estate Planner™ (CEP®)

Estate planning designation awarded by the National Institute of Certified Estate Planners.

06

Accredited Estate Planning® (AEP®)

Estate Planning designation administered by the National Association of Estate Planners & Councils

AWARDS AND SERVICE
Top 50 Under 50 Diverse Financial Professional

In 2022, Lemar Williams was recognized as a Top 50 Under 50 Diverse Financial Professional by the Association of African American Financial Advisors (AAAA). Each year, AAAA honors financial advisors based on their leadership in the industry and community, making this award especially meaningful to Lemar and the entire Traditions family.

Take the Next Step

Where will your family legacy be in 2126?

Begin with a private consultation. We partner with families to align capital with long-term vision—building the governance and structure required for 200 years of impact.