Marcus Christopher Williams, CFP®
New York,NY
Summary
Accomplished financial planning and sales professional with over a decade of experience in financial services and with a client focused and results driven approach to delivering expert advice and service.
Overview
10
10
years of professional experience
Work History
Financial Planning Senior Advisor
Clarfeld - Citizens Private Wealth
New York, NY
01.2024 - Current
- Conducted discovery conversations regarding estate, trust, retirement, investment, educational, insurance, charitable giving, and tax planning with high and ultra-high net worth clients helping them identify their financial and life goals;
- Developed in depth fee-based financial plans analyzing current issues with clients' current trust, retirement, investment, educational, insurance, charitable giving, and tax plans and formulated recommendations intended to increase tax savings and to ensure a more efficient and effective transfer of assets upon death;
- Conducted meetings with high and ultra-high net worth clients communicating findings made during the financial planning process as well as recommendations for changes in their current strategies;
- Worked alongside financial advisors and bankers to identify financial planning opportunities within their book of business as well as accompanied them with initial conversations with prospective clients;
- Supervised and coached junior financial planners ensuring the accuracy of their initial work on financial plans as well as mentoring them in their development as financial planner and future career path.
Senior Wealth Planner
Wells Fargo Wealth And Investment Management
Boston, MA
08.2022 - 09.2023
- Worked with Financial Advisors to enhance their capabilities with financial planning and using financial planning tools, particularly eMoney, to help increase client loyalty, deepen relationships, and increase sales opportunities;
- Served as subject matter expert in high and ultra high net worth client engagements for more in depth financial planning topics such as tax, estate, education, retirement, trust, and charitable giving planning;
- Coordinated teams within Wealth and Investment Management, working with other wealth specialists to help execute client plans.
Senior Premier Banker
Wells Fargo Bank, NA
Seattle, WA And Bedford, TX
02.2014 - 08.2022
- Established advisory based relationships with high net worth clients advising them on tax-advantageous retirement, credit, investment, education, charitable giving, and estate planning techniques;
- Coordinated between multiple business lines to provide comprehensive relationship proposals;
- Coached and mentored junior financial professionals to develop their sales and service acumen.
Education
Certificate - Personal Financial Planning
Kaplan Schweser College For Financial Planning
07.2017
Bachelor of Arts - Spanish Language And Literature
The University of Texas At Arlington
Arlington, TX12.2008
Skills
Substantial experience with advising clients with retirement, investment, tax, insurance, trust, charitable giving, and estate planning
Expert in eMoney financial planning software
Strong team coordinative skills
Proven track record of surpassing challenging sales goals
Experienced mentor and trainer
Extensive background in leading meetings with business partners for high and ultra-high net worth clients
Talented negotiator and analytic problem solver
Advanced written and oral communication skills
Accomplishments
- CERTIFIED FINANCIAL PLANNER™, CFP Board ID #256389, Issued 8/10/2018
- FINRA Series 7, CRD# 6197058, Issued 5/7/2014
- FINRA Series 63, CRD# 6197058, Issued 7/10/2013
- FINRA Series 65, CRD# 6197058, Issued 7/30/2013
COMMUNITY INVOLVEMENT
- Board Member, Easterseals of Massachussets
Timeline
Financial Planning Senior Advisor
Clarfeld - Citizens Private Wealth
01.2024 - Current
Senior Wealth Planner
Wells Fargo Wealth And Investment Management
08.2022 - 09.2023
Senior Premier Banker
Wells Fargo Bank, NA
02.2014 - 08.2022
Certificate - Personal Financial Planning
Kaplan Schweser College For Financial Planning
Bachelor of Arts - Spanish Language And Literature
The University of Texas At Arlington