William Jones III
Beach Haven
Summary
Dedicated Wealth Management Advisor with expertise in financial analysis, investment strategies, and estate planning. Committed to delivering tailored solutions that enhance client relationships and drive investment success.
Overview
16
16
years of professional experience
Work History
Sales Director
Art Haven
Beach Haven, NJ
12.2025 - Current
- Contributed to creative process through original ideas and inspiration.
- Enforced uniform style guide for project consistency across contributors.
- Implemented artistic vision to give art purpose and meaning.
Wealth Management Advisor
Snowden Lane Partners
Philadelphia
11.2023 - 08.2025
- Provided tailored solutions to address, Cach Flow Needs, Investment Growth, Estate Planning, and Life Insurance
- Assisted clients in understanding investment options and financial products.
- Conducted market research to identify potential investment opportunities for clients.
Wealth Management Advisor
Merrill Lynch
Wilmington
06.2015 - 11.2023
- Conducted market research to identify potential investment opportunities for clients.
- Participated in training sessions to enhance knowledge of financial regulations and practices.
- Engaged in ongoing communication with clients through meetings or phone calls in order to determine changes in their financial situation or goals.
- Provided financial advice to clients based on their individual needs and goals.
Client Service Associate
Merrill Lynch
Wilmington
03.2013 - 06.2015
- Coordinated account openings and ensured compliance with regulatory standards.
- Assisted financial advisors in preparing client presentations and reports.
- Developed strong client relationships through effective communication and support.
- Resolved client issues by collaborating with various departments and resources.
Part Time Funeral Home Director
Goldfinch Funeral Services
Murrells Inlet , South Carolina
12.2009 - 04.2013
- Arranged funeral/memorial services for grieving families to meet budget and memorialized instructions.
- Liaised between hospitals, physicians, county coroner and members of clergy to coordinate final arrangements.
- Displayed highest level of professionalism and sensitivity when dealing with grieving family members.
Education
Bachelor of Arts - Business Administration
Coastal Carolina University
Conway, South Carolina, SC03-2013
Skills
- Financial analysis
- Investment strategies
- Estate planning
- Risk assessment
- Client onboarding
- Market research
Timeline
Sales Director
Art Haven
12.2025 - Current
Wealth Management Advisor
Snowden Lane Partners
11.2023 - 08.2025
Wealth Management Advisor
Merrill Lynch
06.2015 - 11.2023
Client Service Associate
Merrill Lynch
03.2013 - 06.2015
Part Time Funeral Home Director
Goldfinch Funeral Services
12.2009 - 04.2013
Bachelor of Arts - Business Administration
Coastal Carolina University