Abigail Williams has been an investment adviser representative at Naviant Partners since January 2026, and is not listed among the firm’s executive officers or direct owners. Abigail Williams holds a Degree in Finance with a minor in Financial Planning from Texas A&M University.
Naviant Partners, LLC is a Fairhope, AL firm with $177M under management, 130 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Abby Williams is Senior Wealth Planner of Naviant Partners. Since 2022 she has partnered with Donnie Laurence to design and implement wealth plans. She began her career in 2019 at a San Antonio-based registered investment advisory firm, where she supported client service operations.
Abigail Williams’ longest registration was 3 years at Stone Oak Wealth Management, LLC (2023–2026). Before joining Naviant Partners in 2026, Abigail Williams was registered through Stone Oak Wealth Management, LLC and CAPTRUST.
- Naviant Partners, LLCCurrent– present · under a yearLongview, TX · Adviser representative · Firm CRD 339108
- Stone Oak Wealth Management, LLC– · 3 yearsSan Antonio, TX · Adviser representative · Firm CRD 288217
- CAPTRUST– · under a yearSan Antonio, TX · Adviser representative · Firm CRD 175112
Professional designations
Listed by Naviant Partners
- CFP®
Investment adviser representative registrations
Abigail Williams is registered as an investment adviser representative in Texas, since January 2026.
- TexasSince 12 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 April 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Abigail Nicole Williams
- CRD
- 7479665
- Firm
- Naviant Partners · CRD 339108
- Office
- Longview, TX
- Registration
- Investment adviser registration
- In the industry since
- May 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- naviantpartners.com
Where does Abigail Williams work?
Abigail Williams is an investment adviser representative registered through Naviant Partners, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Abigail Williams a financial advisor?
Yes. Abigail Williams has a current investment-adviser registration in Texas, through Naviant Partners since January 2026.
How many years of experience does Abigail Williams have?
Abigail Williams has 4 years in the financial industry, since May 2022, across 3 adviser firms.
What exams has Abigail Williams passed?
Abigail Williams passed the Series 65 in April 2022.
Where did Abigail Williams work before Naviant Partners?
Before Naviant Partners, Abigail Williams was registered through CAPTRUST, April 2022 to December 2022.
Where is Abigail Williams based?
Abigail Williams’ registered office is in Longview, TX.
Is Abigail Williams registered with FINRA?
No. Abigail Williams has no current broker registration.
Is Abigail Williams a CFP?
Naviant Partners lists Abigail Williams with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Abigail Williams’ record?
Search CRD 7479665 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abigail Williams’ full registration record.