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Perfil
Mr. John T.
Williams, Jr., is a Managing Director at Bison Wealth LLC.
He joined the firm in 2013.
Mr. Williams joined the firm from the Private Client Group Wells Fargo Advisors, LLC.
While at Wells Fargo Advisors, he headed a total wealth planning team focusing on wealth transition, retirement planning and executive planning.
He is a former Board Member of the Boys and Girls Clubs of Metro Atlanta, and was a founding trustee of a private foundation that gives ongoing support to orphanages worldwide.
He is a graduate of Hampden-Sydney College in Virginia, where he earned a Degree in Managerial Economics.
He also holds several professional designations, including the Certified Financial Planner certification and the Accredited Asset Management Specialist designation.
In 2006, John
Antiguos cargos conocidos de John Thomas Williams.
| Empresas | Cargo | Fin |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Director Ejecutivo | 01/01/2021 |
Formación de John Thomas Williams.
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12
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2
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Hampden-Sydney College
 Hampden-Sydney College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison primarily invests in ETFs, mutual funds and common stocks based on each client’s unique investment objective and risk tolerance. ETFs and mutual funds are generally evaluated and selected based on a variety of factors such as past performance, fee structure, portfolio manager, fund sponsor, overall ratings for safety and returns, and other factors. When selecting individual common stocks for client accounts, the firm generally uses fundamental analysis. | Finance |
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