Perfil
Ms. Mary Kathleen S.
Williams is a Principal & Senior Wealth Strategist at Waddell & Associates LLC.
Ms. Williams began her career in the financial/brokerage industry at Merrill Lynch in 1980, moving to a local brokerage firm in 1981.
She worked in all aspects of operations, ultimately serving as Operations Manager.
When the firm was acquired by Union Planters National Bank, she moved to the Investment Bankers Group division, working in operations, trading and sales.
In 1989, she joined Charles Schwab & Co., acting as their Financial Advisor Coordinator, as well as Operations Supervisor.
She received her Certified Divorce Financial Analyst designation in 2005 and her Certified Financial Planner designation in 2007.
Cargos activos de Kathy Williams
| Empresas | Cargo | Inicio |
|---|---|---|
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Estratega de mercado | 01/04/2016 |
Antiguos cargos conocidos de Kathy Williams.
| Empresas | Cargo | Fin |
|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Estratega de mercado | 01/04/2016 |
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
AMWJR, Inc.
AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations. | Finance |
Waddell & Associates LLC
Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions. | Finance |
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