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Richard Williams

3665 Margaret Street, Houston, TX 47587 • RichardWilliams@gmail.com • (770) 625-9669 • linkedin.com/in/richardwilliams

Summary

Financial Advisor with 7+ years of experience delivering financial/investment advisory services to high value clients. Proven success in managing multi-million dollar portfolios, driving profitability, and increasing ROI through skillful strategic planning, consulting, and financial advisory services.

Professional Experience

Senior Financial Advisor
WELLS FARGO ADVISORS, Houston, TX
August 2020–Present
  • Deliver financial advice to clients, proposing strategies to achieve short- and long-term objectives for investments, insurance, business and estate planning with minimal risk.
  • Develop, review, and optimize investment portfolios for 300+ high value clients with over $190M AUM (Assets Under Management).
  • Ensure maximum client satisfaction by providing exceptional and personalized service, enhancing client satisfaction ratings from 88% to 99.9% in less than 6 months.
  • Work closely with specialists from multiple branches, managing investment portfolios for over $25M in assets under care.
Financial Advisor
SUNTRUST INVESTMENT SERVICES, INC., New Orleans, LA
July 2017–August 2020
  • Served as knowledgeable financial advisor to clients, managing an over $20.75M investment portfolio of 90+ individual and corporate clients.
  • Devised and applied a new training and accountability program that increased productivity from #10 to #3 in the region in less than 2-year period.
  • Partnered with cross-functional teams in consulting with clients to provide asset management risk strategy and mitigation, which increased AUM by 50%.
Financial Advisor
MAVERICK CAPITAL MANAGEMENT, New Orleans, LA
July 2014–August 2017
  • Served as the primary point of contact for over 15 clients.
  • Managed the portfolios of several major clients with over $8.5M in total assets.

Education

LOUISIANA STATE UNIVERSITY, Baton Rouge, LA
Bachelor of Science in Business Administration (concentration: finance), Honors: cum laude (GPA: 3.7/4.0)
May 2014

Additional Skills

  • Proficient in MS Office (Word, Excel, PowerPoint) Outlook, MS Project, Salesforce, TFS Project
  • Fluent in English, Spanish, and French