Buck Williams,

Buck Williams is a founding partner at Coastal Oak Wealth Advisors and a private wealth advisor with Raymond James, where he specializes in helping successful families, executives and corporate entities navigate complex financial decisions with confidence and clarity. With over 14 years of experience at leading firms including UBS Private Wealth Management, Merrill Lynch and Fidelity Investments, Buck brings a deep understanding of wealth management strategies. He holds the Certified Financial Planner^® certification (CFP^®) and Certified Exit Planning Advisor (CEPA^®) designation, and in 2025, earned the Certified Plan Fiduciary Advisor (CPFA^®) credential, demonstrating his expertise and commitment to fiduciary standards in employer-sponsored retirement plans.

Buck is also actively engaged in the local business community, serving on the Advisory Board of The June, a next-generation hospitality company, community, and private members club. His community involvement reflects his passion for youth development, education and the outdoors. Buck currently serves as vice chair of the board of directors for the Jacksonville Public Education Fund, where he also chairs the governance committee and contributes to the finance and HR and compensation committees. He is a member of the finance committee for the Sanctuary on 8th Street, having previously served as treasurer and board member. Buck also supports the Museum of Science & History (MOSH) through its Genesis Capital Campaign, which is focused on building a new museum on the Northbank of Downtown Jacksonville. Past community roles include serving as chair and troop committee member for Boy Scout Troop 26 at St. Mark’s Episcopal Church and graduating from the Weaver Philanthropic Initiative Class of 2015. A fourth-generation Jacksonville native, Buck earned his bachelor’s degree in food and resource economics with a minor in business administration from the University of Florida. He and his wife, Susannah, live in Ortega with their three daughters – Bebe, Cameron and Palmer – and their yellow lab, Bertie. Outside of work, Buck enjoys golf, tennis and spending time outdoors and on the water.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^®, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families, and organizations.

Raymond James is not affiliated with the above organizations and/or charitable causes.