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Janet Stupica Williams
Janet Stupica Williams
Vice President - Wealth Management
Financial Planning Specialist
Financial Advisor
600 Main Street
Hilton Head Island, SC 29926
tel: 843-689-7214
toll free: 800-824-8083
fax: 843-689-3383
Email Me
Welcome Associations Education Honors Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
  • Hilton Head Island Kiwanis Club
    President, 2005 - 2006
    Hilton Head, SC
  • Hilton Head Island Bluffton Chamber of Commerce Leadership Board of Regents
    Chairperson
    Hilton Head Isl., SC
  • Hilton Head Council of Estate and Financial Advisors
  • Women's Heart Conference Steering Committee Hilton Head Island, SC
  • CAPA
    Past Board Member
    Hilton Head Island, SC
Education and Licensing
  • Guided Portfolio Management Program, 1999
    Smith Barney
    Hilton Head, SC
  • Financial Planning Specialist Designation
    Smith Barney
  • BA - Communication & Spanish, 1993
    Minor - Business
    Hiram College
    Hiram, OH
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Smith Barney Advisor Certified
Honors and Recognitions
  • Blue Chip Council - Smith Barney
  • Hilton Head - Bluffton Leadership Graduate
  • Cum Laude Honors Graduate - Hiram College
  • Phi Beta Kappa Academic Honors Society
    Hiram College
  • Cloverleaf High School Athletic Hall of Fame
    Tennis, Cross Country, and Track & Field
    Medina County, OH
Business Experience
  • 1997 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Financial Planning Specialist
    Financial Advisor
    Hilton Head, SC
  • 1993 - 1997: Van Der Meer Tennis
    Sales Manager
    Hilton Head, SC
Bulletin Board
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, see Seminars and Events listed on the right-hand side of this web page.
Janet Stupica Williams is licensed in the following state(s): AK, AL, CA, CO, CT, DE, FL, GA, IA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

Monday Morning Musings (pdf)
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Morgan Stanley Smith Barney
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