Kellen H. Williams
Kellen H. Williams is a Wealth Advisor at Financial Harvest Wealth Advisors in Winter Park, Florida. Kellen is a CERTIFIED FINANCIAL PLANNER™ and a Licensed Investment Advisor who helps clients build their financial future by managing and developing their portfolios. Kellen holds FINRA Licensing Series 7, 66, 9 and 10.
“We're here for those who need help determining their financial goals,” Kellen said. “We want to be there to guide them, to help them make impactful decisions that will change and affect their families’ lives.
“A mentor of mine told me once, everyone has the right to have some financial education or some financial knowledge, but not everyone has the privilege. That’s something that I took to heart. I want to be a servant-leader, who can help people find their way and their purpose with their finances.”
Kellen’s interest in finance began at a young age when his parents divorced. He grew up experiencing the ripple effect of how divorce affects a family. Although his family didn’t struggle financially, Kellen was familiar with what happens when divorce and finances are not properly handled, leading him to a career in finance.
“Now I look at the way that I could’ve helped my mom. She was happy and took great care of us, but there were times where I wish I had the knowledge to be able to better support her in multiple planning areas.”
Kellen grew up in Orlando and graduated from West Orange High School as a member of the National Honor Society, and as a star linebacker on the football team. Upon graduation, he attended Vanderbilt University.
“I walked on to Vanderbilt University's football team which was an amazing opportunity,” Kellen said. “I loved Nashville. Great city. I really appreciated my time there and am grateful for the relationships forged and the experiences gathered. Thankfully, I was also able to earn a full athletic scholarship during my time at Vanderbilt.”
Kellen’s father had played in the NFL for 14 years, paving the way to instill a great sense of work ethic and discipline growing up. Kellen graduated with a B.A. in economics and went into the world of finance rather than football.
“I'd been playing football my whole life and I am grateful for all the skills learned from it,” Kellen said. “But I was blessed never to have it forced upon me. I just developed a path with the assistance of others close to me and it eventually became clear it was in finance.
“Teaching and helping others learn what I’ve learned was something I took to heart, along with growing in how to lead by serving others. I was intent on building a life focused on becoming a better steward, which led to a career as a wealth manager.”
Financial Harvest can best be described not only as a family office for our clients, but as a family for ourselves. Clients feel an intimacy here that’s supportive and open. Everyone's on the same page, everyone's aligned, resulting in a more personal relationship all around. Clients know that everyone's on the same team and we work together for the best possible results for them.
I've been blessed to have been brought up in a family with financial stability, but I did witness a lot of lost opportunity. So now, when I have the chance to help someone else who’s in a difficult situation, or who has the chance to make an impactful decision, but they don't have the knowledge, time, and/or energy to do so — then that’s a great opportunity for us to be of service.
This is one of several things that should be evident to our clients in every meeting. We’re going to ask: what are your purposes and your goals for this certain investment, or this house, this rental, this loan? What are your purposes for this life insurance policy? You have to start here before you can really build out financial planning.
Financial Harvest really is a family environment – it’s genuine -- so as you get to know us and trust us, you’ll find that we look out for our clients. We do the same as a team. We sometimes text one another at five in the morning because we're all already up and all early risers. We check in with each other and schedule team events where we meet up outside work because we enjoy spending time together.
- Vanderbilt University, Nashville, Tennessee, B.A. Economics, 2015
- Financial Harvest Wealth Advisors, Winter Park, Florida, 2018-present
- Charles Schwab, Orlando, Florida, 2016-18
- CERTIFIED FINANCIAL PLANNER™, April 2019, awarded by the Certified Financial Planning Board of Standards, Inc., having satisfied the education, examination, experience and ethics requirements for CFP®
- FINRA Series 7, 66, 9,10
My wife, Chardane, and I are both vegan and she is a vegan chef, so thankfully I have it easier than most. It is such a blessing that she is so talented and was able to go to culinary school, and I’m very grateful for her.
I truly enjoy our meals and look forward to preparing and cooking together. I love to come home and have quality time with my wife and our dog Armani. After a long day we can sit down and just relax.
I also love to go to the gym with my wife. That's something else that's a part of our quality time together. She’ll give me the workouts and tell me what to do; she’s very driven.
We are very active in our church, Grace Church Orlando, serving as community group leaders and other roles week to week. I love spending quality time with family and friends, and volunteering to help facilitate financial courses. I also love to read and play sports when I’m able.