Experience

Makes all the difference

James Cameron "Buck" Williams, CFP

Senior Vice President–Wealth Management

Financial Advisor

Buck joined UBS in March of 2014. He began his career with Fidelity Investments in the retail trading group and moved through various roles within the firm. The bulk of his experience was spent managing a book of approximately 500 clients who maintained retirement accounts including 401ks with Fidelity. In 2013 he moved to Merrill Lynch to broaden his experience to include providing multigenerational advice to clients and their families. Buck is a 4th generation Jacksonville native and attended the University of Florida. Before the University of Florida he attended St. Johns County Day School. Buck’s community involvement includes being on the finance committee for the Jacksonville Public Education Fund, working with the Boy Scouts and as a member of the Weaver Philanthropic Initiative Class of 2015. Buck and his wife, Susannah, were married in 2013.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IN
  • ME
  • NC
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Wealth Advisor
One Independent Drive
Independent Square Suite 1700
Jacksonville, FL 32202

Email Me

Gwendolyn "Rebecca" Depew

Senior Client Associate

Rebecca joined Alex Brown & Sons in 1982 and she has worked with Franklin her entire career. Her outgoing and dynamic personality is the reason she has deep relationships with clients. Rebecca is licensed for securities. Rebecca and her husband Larry enjoy landscaping, gardening and cooking.

Registered States:
  • AZ
  • CO
  • FL
  • GA
  • MA
  • NY
  • OR
  • SC
  • TN
  • VA
One Independent Drive
Independent Square Suite 1700
Jacksonville, FL 32202

Email Me