Why I Left Edward Jones After 25 Years
Alex Williams sits down with the Firm Transitions Podcast to share what led him to leave one of the largest brokerages in the country — and why building Stable Wealth was the right next step for his clients.
Watch the Full Episode
Firm Transitions Podcast with Corey Walen
A Different Way to Serve Clients
After more than 25 years at Edward Jones, Alex Williams made a decision that surprised many of his colleagues — he walked away. Not because something was broken, but because he believed his clients deserved a more thoughtful, independent approach to managing their financial lives.
In this conversation with Corey Walen on the Firm Transitions Podcast, Alex shares the moments that shaped that decision, what the transition looked like from the inside, and how independence has changed the way he works with the families and professionals who trust him with their wealth.
Inside the Episode
- Why 25 years of experience led to leaving, not staying
- What changes when your advisor isn’t tied to a single firm’s products
- How Stable Wealth was built around the needs Alex saw go unmet
- What clients should ask any advisor — whether independent or not
- The personal side of making a major career and life transition
Meet Alex Williams, CFP®
Alex Williams is a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience helping individuals, families, and professionals navigate complex financial decisions. As an independent fiduciary, Alex’s advice is always in your best interest — never influenced by product sales or corporate mandates.
Alex specializes in working with clients who have $500K–$5M+ in investable assets and are navigating retirement, business transitions, or the growing complexity that comes with building and protecting wealth over time.
With offices in Lacey, Washington and Wellington, Florida, Alex brings a calm, measured approach to every client relationship.
Considering a Change?
Whether you’re rethinking your current advisory relationship or simply exploring what independent, fee-aware planning looks like — a conversation is a good place to start.
Schedule Your Introductory Call Today
A brief, 15-minute introductory conversation to learn about your situation and determine whether Stable Wealth may be a good fit. No preparation is required, and there is no obligation or sales pressure.
Featured by LPL Financial
LPL Financial published an official case study on Alex Williams, CFP®, profiling his move from a captive firm to independent practice.