Broker Check
Karl P.  Willard

Karl P. Willard

CFP®, Partner, Wealth Manager

Karl is an accomplished advisor, faithfully serving his individual and business clients for three decades. Many of Karl’s clients have been with him since he began advising. Karl promotes open dialogue with clientele and places importance on maintaining high ethical standards.

Karl invests his time and resources in a career he loves because he receives genuine satisfaction from helping others. Karl and his team love answering questions involving money and how to manage, invest, and spend it.

 

Karl earned his B.S. in Business Administration (B.S.B.A.) from the University of Tennessee in Knoxville and his CFP from the College of Financial Planning in Denver, Colorado. Karl  previously spent thirteen successful years working in several  industries including managing and selling his first business venture. During that time, he also worked as a personal investor for his family. This was when he experienced the financial planning needs of both individuals and businesses. In 1988, Karl founded First Financial Investment Advisors, Inc. and First Financial Counselors, Inc., both independent financial services and advisory firms.

 

Karl is originally from Oak Ridge, TN. Karl is currently living in Longwood, FL, and is married to Susan Easton (Willard) of Bainbridge, OH. Together they have two children, Jaclyn and Bradford, plus four granddaughters. In Karl's spare time, he enjoys wildlife photography, mountain lake boating, activities in the Carolinas, and spending time with family.