Church to Charts: How My Faith Made Me a Better Investor

Written By Jason Williams

Posted January 5, 2024

Dear Valued Community,

As the sun rises on another day of market fluctuations and financial decisions, I find myself reflecting, as I often do these days, on the journey that led me here.

And today, I want to share with you a more in-depth story, not just of a financial adviser, but of a person whose life has been profoundly shaped by early experiences in a particular community…

Take Me to Church

As a child, the walls of my local church were much more than a place of worship. Nestled against the banks of the North East River, they were the foundation of my moral and ethical grounding.


You see, the lessons I learned in Vacation Bible School and Sunday School as a child at St. Mary Anne’s went beyond biblical narratives.

They instilled in me the principles of integrity, kindness, and the importance of community — principles that have become the bedrock of my personal and professional life.

I remember vividly the sense of responsibility and pride I felt when I became an acolyte as I got older.

This role was my first real taste of commitment and the importance of playing my part in a larger process.

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It taught me about the impact of small, consistent actions and the value of being a reliable presence — qualities that are essential in the world of finance.

The church also provided exposure to a rich tapestry of human experiences and backgrounds…

It was there that I first learned to interact with and understand people from all walks of life.

And this exposure was crucial in developing my ability to connect with clients from varied socioeconomic backgrounds, understand their unique financial situations, and tailor my advice to their specific needs.

Volunteering with the youth group was another formative experience from my younger years at St. Mary Anne’s.

camp wright

It was there that I learned the joy of service, of contributing to something greater than myself without expectation of monetary reward.

This experience has been a guiding principle in my career — the belief that the true value of my work lies in the success and well-being of my clients, not just in my own financial gain.

From Sunday School to the Stock Market

These early lessons from church have profoundly influenced my approach not just to life, but also to my career as a financial adviser.

My commitment to my clients is not just professional; it is deeply personal.

I strive to offer not just financial advice but guidance rooted in empathy and understanding.

I believe in the power of honest, transparent communication and in building relationships based on trust and mutual respect.

And over the years, I’ve had the privilege of working with a wide array of clients…

From young adults just starting their investment journey to retirees looking to manage their nest eggs, each client has taught me something new and valuable.

Every one of these interactions has not only enriched my professional experience but also provided me with a broader perspective on life and the different ways people approach their financial goals.

So, while it seemed odd to many at first, transitioning from a fast-paced career in investment banking to a more advisory role was inevitable.

It was a decision driven by a desire to return to my roots — to focus on people rather than just profits.

And it was a move toward a more fulfilling path, where I could leverage my skills and experience to make a tangible difference in people’s lives.

My commitment to these values is why I offer my services to a broad spectrum of clients, regardless of their financial standing.

I believe in the democratization of financial advice — making quality guidance accessible to everyone, not just the affluent.

Let’s Build a Legacy, Together

As we navigate the complexities of the financial world, I invite you to join our community of investors.

This community is a space where diverse experiences and perspectives are not only welcomed but celebrated.

It’s a place where we can learn from each other, grow together, and build a financial future that aligns with our values.

In this community, you’ll find more than just financial advice…

You’ll find a group of individuals who share a commitment to integrity, respect for each other’s journeys, and a collective pursuit of not just financial success but personal fulfillment.

twa helping

I look forward to the opportunity to work with you, to learn from your experiences, and to assist you on your financial journey.

Together, let’s build a legacy of financial stability and integrity, grounded in the values that have guided me from my early days in the church to my current days in the dynamic world of finance.

To your wealth,


Jason Williams

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After graduating Cum Laude in finance and economics, Jason designed and analyzed complex projects for the U.S. Army. He made the jump to the private sector as an investment banking analyst at Morgan Stanley, where he eventually led his own team responsible for billions of dollars in daily trading. Jason left Wall Street to found his own investment office and now shares the strategies he used and the network he built with you. Jason is the founder of Main Street Ventures, a pre-IPO investment newsletter; the founder of Future Giants, a nano cap investing service; and authors The Wealth Advisory income stock newsletter. He is also the managing editor of Wealth Daily. To learn more about Jason, click here.

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