Meghan Williams
Minneapolis,MN
Summary
Highly driven wealth professional with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Wealth Management Associate
RMB Capital
08.2023 - Current
- Develop and maintained strong relationships with clients to maximize satisfaction.
- Devise comprehensive financial plans for clients to achieve short and long-term financial goals.
- Help clients make informed decisions about financial future.
- Analyze financial needs of clients and developed tailored strategies to meet goals.
- Educate clients on financial topics and best practices.
- Present financial plans and investment recommendations to clients.
- Monitor and update financial plans to comply with client goals.
- Provide specialized financial planning support for clients with diverse portfolios and individual needs.
- Advise clients on investments, retirement and estate planning.
- Assist clients with budgeting and cash flow management.
- Implement exit strategies for clients to transition out of investments.
Financial Planning Analyst
Morgan Stanley Wealth Management
03.2022 - 08.2022
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Prepared comprehensive financial reports by collecting, formatting and analyzing key data points.
- Established and deepened existing client relationships through complex financial planning.
- Developed recommendations specific to client's financial situation on variety of topics.
- Explained financial projections and forecasts to guide investment decisions.
- Participated in client meetings to discuss financial analysis and investment strategies.
AVP, Small Business Banker
Bank of America
04.2021 - 03.2022
- Interfaced with current and prospective business owners to provide solutions to their liquidity and capital needs
- Managed various business partners and vendors through referral-based and product-based relationships
- Consistently delivered top notch business owner education and problem-solving support
- Outperformed activity and sales goals month over month
- Optimized partner communications and improved upon outdated procedures and pathways.
Private Wealth Associate
Merrill Private Wealth Management
03.2013 - 04.2021
- Supported a $800MM growing book of business as the front-line relationship manager
- Private Wealth Management Team "COO": Project Manager, Marketing Director, Public Relations Manager and Event Planner
- Handled onboarding ($40MM in 2020), service, planning needs and retention of ultra-high net worth clientele
- Moderated family wealth and legacy planning conversations
- Improved and developed processes for evolving team and business
- Managed all incoming firm requests and communicate dbest practices to Managing Director
- Uncovered growth opportunities for direct team and broader firm specialists
- Focused attention on detail, organization and prioritization.
Client Services Manager
PlusPoint Advisors
10.2011 - 02.2013
- Acted as the sole point of operations contact for the office
- Processed all new business with the broker/dealer
- Maintained compliance record for the office
- Reconciled all commissions report and purchase blotters
- Updated client record database consistently.
Various Operational Roles
Ameriprise Financial & RBC Wealth Management
10.2007 - 10.2011
Education
B.S. Business Management, Accounting -
Minnesota State University, Mankato
A.A. Culinary Arts -
Le Cordon Bleu College of Culinary Arts
Skills
- Strategic Financial Planning
- Investment Recommendations
- Wealth Management
- Client Acquisition
- Asset Allocation
- Business Development
- Revenue Growth
- Planning for Retirement
- Cash Flow Projection
- Funding Education
Certification
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Leadership Experience
- Created business development strategy utilizing LinkedIn Navigator to grow brand awareness and business leads
- Founded and Chaired the Minnesota LEAD (Leadership, Education, Advocacy and Development) for Women Employee Network at Bank of America, Minneapolis
- Eight years of combined experience supporting two Barron's Top 100 Women Financial Advisory Businesses
- Accelerated enterprise synergy through BoA's Integration Ambassador Program
- Project managed corporate partnership event with MIA & MIA Native Women's Exhibit Co-Curator
Timeline
Wealth Management Associate
RMB Capital
08.2023 - Current
Financial Planning Analyst
Morgan Stanley Wealth Management
03.2022 - 08.2022
AVP, Small Business Banker
Bank of America
04.2021 - 03.2022
Private Wealth Associate
Merrill Private Wealth Management
03.2013 - 04.2021
Client Services Manager
PlusPoint Advisors
10.2011 - 02.2013
Various Operational Roles
Ameriprise Financial & RBC Wealth Management
10.2007 - 10.2011
B.S. Business Management, Accounting -
Minnesota State University, Mankato
A.A. Culinary Arts -
Le Cordon Bleu College of Culinary Arts
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
Similar Profiles
Cole SwearingenCole Swearingen
Wealth Management Associate at Curi RMB CapitalWealth Management Associate at Curi RMB Capital
Lashon JacksonLashon Jackson
A/R Specialist at Wakefield & Associates (formerly RMB)A/R Specialist at Wakefield & Associates (formerly RMB)
Shandra Dani SaucedaShandra Dani Sauceda
Medical Billing Assistant at RMB LLCMedical Billing Assistant at RMB LLC