Ward Williams
Tampa,FL
Summary
Investment professional with excellent leadership, critical thinking and problem-solving abilities. Able to foster effective communication among disparate personalities, roles, and styles.
Overview
1
1
Certification
Work History
Investment Counselor
Fisher Investments
Tampa, FL
- Provided financial advice and guidance to clients concerning their investments.
- Monitored the performance of client portfolios and recommended changes when necessary.
- Built a roster of 90 clients in 90 days.
Portfolio Manager
Foster Victor Wealth Advisors
Greenville, SC
- Conducted market research and analysis of macroeconomic factors affecting investment decisions.
- Managed an in-house growth equity model for more than $250 million in client assets.
- Coached financial advisors regarding economics and investing, as well as individual portfolio construction, asset class allocation, and tax points.
- Enhanced technology stack through integration reduced inputs.
Consultant
The Williams Company
Overland Park, KS
- Provided advice on operational processes, business development initiatives, organizational changes and technology optimization.
- Evaluated existing systems and processes against industry best practices for efficiency enhancement purposes.
Strategic Partnership Driver
Butler, Lanz, and Wagler
Overland Park, KS
- I advised three RIAs and their respective founders regarding a merger.
- Preemptive Chief Operating Officer (COO) upon merger.
- The onset of Covid quashed the merger.
Partner and Portfolio Manager
Paragon Capital Management
Overland Park, KS
- Partner for 19+ years.
- Sourced, tested, and implemented a comprehensive tech stack upgrade from unbundled ad hoc to integrated bundle.
- Contributed to the growth of AUM from $100 million to over $550 million.
- Provided leadership and guidance to team members while encouraging collaboration across departments.
- Hired research and administrative staff.
- Directly managed $200 million in high-net-worth (HNW) relationships.
Education
Post Graduate Studies - MBA
Vanderbilt, Owen Graduate School of Business
NashvilleBachelor of Arts - Business Administration
Trevecca Nazarene University
Nashville, TN2 Years - Business Administration
Baylor University
Waco, TXSkills
- Leadership
- Education and training
- Tech stack analysis and implementation
- Wealth management
- Business development
- Project management
- Mentorship
Certification
- Series 65
- Standard Investments Essentials (SIE)
- Previously: Series 6, Life/Health, and P&C
Timeline
Portfolio Manager
Foster Victor Wealth Advisors
Consultant
The Williams Company
Strategic Partnership Driver
Butler, Lanz, and Wagler
Partner and Portfolio Manager
Paragon Capital Management
Investment Counselor
Fisher Investments
Post Graduate Studies - MBA
Vanderbilt, Owen Graduate School of Business
Bachelor of Arts - Business Administration
Trevecca Nazarene University
2 Years - Business Administration
Baylor University
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