Angela Williams, CFP®
Wealth Management Advisor at Wealthquest- Claim this Profile
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Bio
Credentials
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Certified Financial Planner®
CFP Board
Experience
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Wealthquest
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Advisor
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Oct 2013 - Present
Invest In Your Life. We’ll Do The Rest. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of experts, all under one roof, for one simple fee. To learn more about our three-tiered approach to financial planning, check out the links below. Invest In Your Life. We’ll Do The Rest. Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of experts, all under one roof, for one simple fee. To learn more about our three-tiered approach to financial planning, check out the links below.
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PNC
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United States
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Financial Services
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700 & Above Employee
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Financial Specialist
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Dec 2012 - Sep 2013
Overall Financial point person in the branch with a focus on investments and wealth management. Integrated bank services to provide collaborative advice and enhance the client experience. Overall Financial point person in the branch with a focus on investments and wealth management. Integrated bank services to provide collaborative advice and enhance the client experience.
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TD Ameritrade
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United States
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Financial Services
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700 & Above Employee
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Investment Consultant
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Jan 2009 - Nov 2012
Managed client relationships ranging from self directed investors to clients seeking fee based account management. Ensured that clients were provided with solutions that fit their investment needs and financial planning goals. Managed client relationships ranging from self directed investors to clients seeking fee based account management. Ensured that clients were provided with solutions that fit their investment needs and financial planning goals.
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Robbins Trading
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Chicago
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Account Executive
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Jun 2007 - Dec 2008
Worked with managed futures for individual investors. Initiated business relationships with investment companies and individual traders to offer cross marketing opportunities or recruit new trading talent. Worked with managed futures for individual investors. Initiated business relationships with investment companies and individual traders to offer cross marketing opportunities or recruit new trading talent.
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Education
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1996 - 1998
Loyola University of Chicago
Bachelor of Science (BS), Biology, Chemistry Minor -
2011 - 2012
DePaul University
Certificate Program in Financial Planning -
Lincoln Park High School
Community
