John Thomas Williams
Corporate Officer/Principal bei Bison Wealth LLC
Profil
Mr. John T.
Williams, Jr., is a Managing Director at Bison Wealth LLC.
He joined the firm in 2013.
Mr. Williams joined the firm from the Private Client Group Wells Fargo Advisors, LLC.
While at Wells Fargo Advisors, he headed a total wealth planning team focusing on wealth transition, retirement planning and executive planning.
He is a former Board Member of the Boys and Girls Clubs of Metro Atlanta, and was a founding trustee of a private foundation that gives ongoing support to orphanages worldwide.
He is a graduate of Hampden-Sydney College in Virginia, where he earned a Degree in Managerial Economics.
He also holds several professional designations, including the Certified Financial Planner certification and the Accredited Asset Management Specialist designation.
In 2006, John
Aktive Positionen von John Thomas Williams
| Unternehmen | Position | Beginn |
|---|---|---|
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Corporate Officer/Principal | 01.01.2021 |
Ausbildung von John Thomas Williams
| Hampden-Sydney College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
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Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | Finance |
