Buck Williams, CFP®, CEPA® is a Founding Partner | Financial Advisor with Coastal Oak Wealth Advisors. Buck has been named as a Forbes America’s Top Next-Gen Wealth Advisor in 2022 and 2023.
Prior to joining Coastal Oak Wealth Advisors in 2024, Buck brings 13 years of experience from UBS, Merrill Lynch and Fidelity Investments. Buck is passionate about helping successful families, executives, foundations, endowments and corporate entities with all of their financial needs.
Buck’s community involvement is centered on the things he is most passionate about: youth development, education, and the outdoors. In addition to serving on the Board of JPEF, he is actively involved with the Sanctuary on 8th Street serving as Treasurer on the Board of Directors. His other involvement includes being a past chairman and current member of the Troop Committee for Boy Scout Troop 26 at St. Mark's Episcopal Church. Buck is a member of the St. Vincent's Shircliff Society and also a graduate of the Weaver Philanthropic Initiative Class of 2015. Buck, a 4th generation Jacksonville native, graduated from the University of Florida where he earned his bachelor’s degree in Food and Resource Economics and a minor in Business Administration. Buck and his wife Susannah currently reside in Ortega with their 3 daughters Bebe, Cameron and Palmer and their yellow lab Bertie.