Dane Williams is a senior financial advisor for the Everyday Steward® division of Blue Trust and serves clients out of the office in Nashville, Tennessee.

As a CERTIFIED FINANCIAL PLANNERTM certificant Dane offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. He is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.

Prior to Blue Trust, Dane worked as a financial advisor for Howell Financial Services, Inc. where he served individuals, families, and business leaders by helping them develop a plan for their financial future. Dane started his career in public accounting with RubinBrown LLP in their Assurance Services department. He also worked as a corporate accountant for Spartan Light Metal Products, Inc.

Dane graduated magna cum laude from Southern Illinois University – Carbondale earning his BS in accounting and his master’s in accountancy.

Dane and his wife, Haley, have three children and live in Spring Hill, TN. He enjoys being outdoors and spending quality time with friends and family.

Testimonials

 
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Dane Williams has helped me learn how to steward my finances and plan for the future. He brought in a long term care specialist to present insurance that I hadn’t thought about. Everything Dane does is done professionally and courteously. His work ethic is impeccable. He genuinely cares about people. And he prays over his clients.

Emily J.Franklin, TN

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Blue Trust, more specifically Dane Williams, has been an invaluable asset in helping me and my wife gain a deeper understanding of our financial situation. Dane’s expertise and guidance have empowered us to make informed decisions while focusing on our priorities, all without feeling pressured into actions we were uncomfortable with. Dane's ability to explain complex financial concepts in a clear and concise manner has been truly impressive. He took the time to listen to our goals and concerns, tailoring his recommendations to suit our unique needs. His dedication to our priorities was evident in every interaction. Furthermore, professionalism, integrity, and promptness were consistently displayed throughout our engagement with Dane. We highly recommend Blue Trust and Dane to anyone seeking a trusted and supportive partner in managing their finances.

Ben & Jenna S.Nolensville, TN

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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