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Working with Us

William K. Williams, Jr.
Managing Director - Partner
Email Address
[email protected]Phone Number
(912) 225-0050
William “Bill” Williams is a Managing Director and Partner with more than 32 years of experience in the financial services industry. He specializes in retirement income planning, investment strategies, wealth accumulation, and investment planning. Bill earned his Bachelor of Business Administration degree in Finance from Georgia Southern University and has spent his career helping individuals, families, and business owners make informed financial decisions throughout different stages of life.
Bill values the opportunity to get to know his clients and understand what matters most to them. He enjoys developing strategies tailored to each client’s goals and circumstances while remaining accessible and responsive as their needs evolve. For Bill, one of the most rewarding aspects of his work is staying connected with the families he serves through life’s milestones and important decisions, including working with multiple generations of the same family.
Outside of the office, Bill enjoys spending time with his wife and sons and especially cherishes his role as a grandfather and every opportunity to spoil his granddaughter. He also enjoys playing tennis and basketball, working in his yard, and spending time outdoors.

Kristie Crooms
Senior Vice President - Partner
Email Address
[email protected]Phone Number
(912) 225-0049
Kristie Crooms is a Senior Vice President and Partner with more than 24 years of experience in the financial services industry. Her experience includes retirement income planning, investment management, asset allocation, and wealth accumulation strategies. Kristie earned her Bachelor of Business Administration degree from Georgia Southern University with an emphasis in Accounting and became a Certified Public Accountant after passing the CPA exam. Her accounting background provides a strong foundation for helping individuals, families, and business owners make informed financial decisions.
Kristie values the opportunity to get to know her clients and understand their unique goals, priorities, and circumstances. She enjoys developing personalized strategies designed to address retirement, investments, wealth preservation, and life’s unexpected transitions. Having grown up and built her career in a close-knit community, Kristie brings a strong appreciation for trust, service, and the connections she has built throughout her career.
Outside of work, Kristie enjoys spending time with her husband, Allen, and their family. They proudly raised their two children in Statesboro, where they have built strong ties to the community. Kristie enjoys cooking, traveling, and discovering new adventures. Giving back is also important to her, and she has spent many years volunteering in support of children, families, and charitable causes. Kristie and her family are active members of First Baptist Church of Statesboro, where they enjoy serving others and growing in their faith.

Roger M. Doty is a Managing Director - Partner who is passionate about helping individuals and families make informed financial decisions and pursue their long-term goals. After graduating from the University of Kentucky, he began his career as a teacher and coach before transitioning into financial services. He went on to work with Merrill Lynch, where he was recognized as a Merrill “Superstar,” and later managed the local Wachovia Securities office. He has since joined Wells Fargo Advisors Financial Network, where he continues to serve individuals, families, and business owners.
Roger especially enjoys helping clients develop retirement income strategies that allow them to confidently enjoy the life they have worked hard to build.
Outside of work, Roger enjoys traveling with his wife, Wendy, spending time with their grandchildren, and running, a passion he has pursued for more than 50 years. He is also a lifelong sports fan and has served on the Georgia Southern University football chain gang for more than 25 years.

Trent Doty, CFP, CDFA, QPFC
First Vice President - Partner
Email Address
[email protected]Phone Number
(912) 446-1235
Trent Doty is a First Vice President - Partner with 10 years of experience in the financial services industry. He loves helping people navigate important financial decisions and enjoys seeing clients reach the goals that matter most to them. Whether preparing for retirement, funding a child’s education, or planning for the future, Trent strives to be a trusted partner for his clients every step of the way.
Trent began his career in the transportation industry, managing a fleet of truck drivers, before making the transition to financial services. He started with Edward Jones, where he built the foundation of his practice and developed a passion for helping clients pursue their financial goals. He later joined Wells Fargo Advisors. He has since joined Wells Fargo Advisors Financial Network where he enjoys working alongside his team while serving individuals, families, and business owners in the community.
Outside of work, Trent enjoys spending time with his wife, Fowler, their son, Whelan, and their dog, Gus. They love traveling, being on the water, and making memories together. A lifelong sports fan, Trent also enjoys staying active and attending sporting events whenever he can.
Certificates
CFP, CDFA, QPFC

Amy Borja, QPFC
First Vice President - Partner
Email Address
[email protected]Phone Number
(912) 446-1236
Amy Borja is a First Vice President - Partner with more than three decades of experience in the financial services industry. She believes every financial situation is unique and takes the time to understand each client’s goals, family, and individual circumstances. Her approach is centered on listening, building trust, and providing thoughtful guidance tailored to each client’s needs.
As a Qualified Plan Financial Consultant (QPFC), Amy also helps business owners and their employees evaluate retirement plan strategies, including 401(k), 403(b), SIMPLE IRA, and Cash Balance Plans. She particularly enjoys helping clients develop investment and retirement strategies that support their goals and provide confidence for the future.
Outside of work, Amy enjoys boating, fishing, traveling, and spending time with her family. She also serves on the board of SK Karate (Special Kicks), is a member of the Rotary Club of Downtown Statesboro and involved within her church family.
Certificates
QPFC

Melinda Harrity
Senior Registered Client Associate
Email Address
[email protected]Phone Number
(912) 446-1237
With 19 years of experience in financial services, Melinda Harrity enjoys the variety each day brings and the opportunity to build meaningful relationships with clients. She takes pride in helping clients navigate important moments and making sure their needs are handled with care, accuracy, and attention to detail.
Melinda joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2007. Since joining Wells Fargo Advisors Financial Network as a Senior Registered Client Associate, she supports financial advisors and clients with account administration and day-to-day needs. Her dedication to exceptional service has earned her the Service Distinction Award in 2009, 2011 and 2013, Premier Client Associate designation awarded in 2013, 2014, 2015, 2016, 2017 and 2018, and Platinum Excellence Award in 2025 and 2026.
Originally from Nebraska, Melinda enjoys traveling and spending time with her husband, Cleveland, and their two sons, Kellen and Caden. She also loves visiting family and friends whenever she can.
The Wells Fargo Advisors Platinum Recognition Program is open to eligible branch support associates that have delivered exceptional performance during the prior calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution. Participants are placed into one of two categories. Pinnacle Level are the Top 100 performers as selected by manager nomination and divisional review. Excellence Level are all remaining participants.
The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

With eight years of experience, Hannah Sammons enjoys getting to know clients and finding ways to make their lives a little easier. She understands that finances can sometimes feel overwhelming, and she takes pride in helping clients feel informed, supported, and cared for. Hannah values building lasting relationships through trust, integrity, and personal service.
As a Client Associate, Hannah supports clients and financial advisors with account maintenance, client communications, and day-to-day operational needs. She enjoys the variety each day brings and knowing that even the small things she does can make a difference in a client’s experience.
Outside of work, faith and family are at the heart of Hannah’s life. She enjoys spending time with her husband and daughter, caring for their animals, gardening, and being involved in her church. She values the relationships and traditions that keep her grounded and brings those same values of kindness and genuine care to her work with clients.

Kristen Glisson brings more than 32 years of customer service experience to her role as a Client Associate. She enjoys getting to know clients, building genuine relationships, and helping them feel welcomed, comfortable, and cared for. Kristen believes in serving others with kindness, integrity, and compassion, and she strives to make every client feel valued and supported.
With three years in the financial services industry, Kristen supports clients with account administration, client relationships, and personalized service. She takes pride in being a dependable resource, paying attention to the details, and helping clients feel confident throughout their financial journey.
Outside of work, Kristen’s faith and family are at the center of her life. She enjoys spending time with her husband and their three grown children, whether they are sharing a meal, reminiscing about old memories, or simply enjoying time together. For Kristen, those moments with family are truly priceless.


