SEATTLE, April 20, 2022 /PRNewswire/ — BNY Mellon Wealth Administration named Justin Williams as senior client strategist. He works with extremely-higher-internet-well worth family members, small business corporate executives, personal fairness and hedge fund principals and their spouse and children workplaces, as well as foundations and endowments on their in depth wealth needs. Justin is dependent in Seattle and reports to Bo Lee, industry president, Pacific Northwest.
“With practically 3 many years of working experience in the financial companies marketplace, Justin has the knowledge and being familiar with to assist the evolving investment management company in Seattle,” reported Lee. “He will be instrumental in creating personalized answers that fortify our Active Prosperity framework and supporting our attempts to offer a full staff of Wealth Management pros to new and current shoppers.”
Justin joins BNY Mellon Wealth Administration from Wells Fargo, in which he served as a wealth advisor, senior vice president. He presented custom made, detailed prosperity strategies to large-web-worthy of clientele to aid them obtain their wealth targets. Prior to that, he held various senior management roles at Key Private Lender, which includes senior romance supervisor, senior vice president. Justin also worked as a monetary romance supervisor at Bank of The usa. He is a Qualified Wealth Strategist (CWS)® qualified.
ABOUT BNY MELLON Prosperity Management
For a lot more than two hundreds of years, BNY Mellon Prosperity Administration has presented services to economically prosperous people today and family members, their relatives workplaces and company enterprises, prepared providing programs, and endowments and foundations. It has $305 billion in full shopper belongings as of March 31, 2022, and an intensive community of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides primary prosperity guidance throughout investments, banking, custody, and prosperity and estate scheduling, conducts business enterprise by way of a variety of functioning subsidiaries of The Bank of New York Mellon Corporation. A line of small business inside of Wealth Administration, BNY Mellon Investor Remedies contains the firm’s institutional multi-asset remedies business. For a lot more information and facts, stop by www.bnymellon.com or abide by us on Twitter @BNYMellonWealth.
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