Uriah Williams
Hoover,AL
Summary
I'm a diligent financial professional with robust background in financial planning, and community involvement. I have a proven ability to guide clients toward their financial goals through strategic planning and personalized advice.
Overview
9
9
years of professional experience
Work History
Financial Advisor
INTELUS Wealth Management
02.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Delivered strategic investment advice for individual and corporate clients.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Enhanced team productivity by sharing best practices in financial advisory techniques.
- Enhanced client portfolio performance by advising on strategic investment opportunities tailored to individual risk profiles.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
- Advised clients on tax-efficient investment strategies, optimizing their financial outcomes.
- Increased assets under management through targeted business development efforts.
- Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
Financial Advisor
Morgan Stanley
05.2016 - 02.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
- Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
Education
Bachelor of Science - Business Management
Athens State University
Athens, AL05-2013
Accomplishments
- Married for 15 years
- Father of three
- Former member of Alabama A&M University Marching Maroon & White Band
- 2023 Graduate of Leadership Hoover
- 2025 Birmingham 40 under 40 Honoree
- Joined with current firm in 2023 to create one of the largest black owned RIA firms in the state of Alabama.
- Was named to the 2019 Morgan Stanley Pacesetter's club. A global recognition program for Financial Advisors who, early in their careers, have demonstrated the highest professional standards and first-class client service.
- Was the first black advisor the complete the three year Morgan Stanley financial advisor trainee program in the state of Alabama.
Timeline
Financial Advisor
INTELUS Wealth Management
02.2023 - Current
Financial Advisor
Morgan Stanley
05.2016 - 02.2023
Bachelor of Science - Business Management
Athens State University
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