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Abby Williams

Wealth Planning Associate at Stone Oak Wealth Management
Intro Book
Financial professional with experience in wealth management and client services.
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Location
San Antonio, Texas, United States, US
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Bio

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Abby Williams is a seasoned financial professional with experience in wealth management, financial planning, and client services. She has worked with various companies, including Stone Oak Wealth Management, CAPTRUST, and Covenant, in roles such as Financial Advisor Relationship Manager, Wealth Planning Associate, and Client Services Associate. Abby holds a Bachelor of Business Administration in Finance from Texas A&M University and has a minor in Financial Planning.

Experience

  • Stone Oak Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Planning Associate
      • Jan 2024 - Present

    • Client Services Associate
      • Dec 2022 - Jan 2024

  • CAPTRUST
    • San Antonio, Texas Metropolitan Area
    • Financial Advisor Relationship Manager
      • Sep 2021 - Dec 2022
      • San Antonio, Texas Metropolitan Area

  • Covenant
    • Associate Wealth Advisor
      • Jun 2021 - Sep 2021

    • Client Service Associate
      • Sep 2019 - Jun 2021

  • Reliance Bank (PA)
    • State College, Pennsylvania
    • Bank Teller
      • Jul 2018 - Jul 2019
      • State College, Pennsylvania

  • Voelkel Family
    • College Station, Texas
    • Personal Childcare Provider
      • Aug 2016 - May 2018
      • College Station, Texas

  • Texas A&M University
    • Moses Hall
    • Resident Advisor
      • Aug 2015 - May 2016
      • Moses Hall

  • Oak Meadow Stingrays Swim Team
    • San Antonio, Texas
    • Assistant Head Coach
      • May 2015 - Jul 2015
      • San Antonio, Texas

  • Care.com
    • Bryan, Texas
    • Nanny
      • Aug 2014 - May 2015
      • Bryan, Texas

Education

  • 2014 - 2018
    Texas A&M University
    Bachelor of Business Aministration in Finance, Accounting and Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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