Ed Williams

Lead Financial Advisor

Boldin

Jun 2026 - Current (1 month)

Senior Lead Planner

Facet

Oct 2022 - Jun 2026 (3 years 9 months)

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

Lead Planner

Facet

Jul 2022 - Oct 2022 (4 months)

Senior Financial Planner

Facet

May 2021 - Jul 2022 (1 year 3 months)

Wealth Advisor

Clarfeld Citizens Private Wealth

Aug 2020 - Apr 2021 (9 months)

Wealth Advisors from Clarfeld | Citizens Private Wealth™ work with high-net-worth clients and multi-family offices with more than $5 million in investable assets. As wealth grows so do the complexities around managing, preserving and passing it on. We support our clients by providing planning and guidance in all aspects of their financial lives, from evaluating present cash flow needs, financial planning and tax minimization strategies to trust advisory services and charitable giving. Our core focus is to maximize long-term investment returns and safeguard all that is important to the integrity and foundation of each family. Clarfeld is often recognized as one of the industry’s premier multi-family offices that remains true to its client-

Wealth Management Advisor

TIAA

Dec 2015 - Aug 2020 (4 years 9 months)

Developed and presented comprehensive financial plans to address key affluent and high net worth challenges, such as asset management, income planning, incapacity, and wealth transfer. Each fiscal year, exceeded average peer production by more than 50% and ranked in the top three in the 2015 hiring class in external asset growth.

Senior Financial Advisor, Personal Advisor Services

Vanguard

Nov 2014 - Dec 2015 (1 year 2 months)

Managed a book of 120 high net worth and ultra high net worth clients representing $220 million in assets under management. Developed a thorough understanding of each client's financial situation in order to create and deliver a suitable strategy based on Vanguard's investment philosophy. Provided financial planning consultations to self-directed and prospective clients, successfully converting 80% of consultations to managed accounts.

Senior Financial Advisor, Asset Management Services

Vanguard

Apr 2011 - Nov 2014 (3 years 8 months)

Provided financial planning and investment management for a book of 140 HNW clients representing $280 million in assets under management. Developed and demonstrated the skills necessary to earn and maintain clients’ trust. Maintained high NPS scores and retention rates and routinely led team in asset consolidation. Collected more than $1 million each year in managed account fees.

Flagship Representative, ultra high net worth

Vanguard

Jan 2006 - Apr 2011 (5 years 4 months)

Managed relationships with 122 of Vanguard’s largest individual and family clients, representing over $1.9 billion in assets. Consulted with clients on wealth planning topics of particular relevance to ultra high net worth individuals, such as asset allocation, estate planning, tax mitigation strategies, gifting strategies, and other wealth transfer techniques.

Flagship representative, high net worth

Vanguard

Mar 2005 - Jan 2006 (11 months)

Served as a primary point of contact for 400 HNW client groups, representing over $400 million in assets. Was promoted to Vanguard’s ultra high net worth division in less than one year.

Retirement Specialist

Vanguard

Dec 2003 - Mar 2005 (1 year 4 months)

Developed and maintained a comprehensive working knowledge of IRA rules in order to answer clients’ complex questions. Helped novice investors find the right investments for their new accounts.

Senior Product Specialist

Allianz Life

Jul 2002 - Dec 2003 (1 year 6 months)

I resolved clients’ and financial professionals’ complex problems and service issues regarding over 20 different types of annuity and insurance contracts, utilizing both legacy and windows-based support systems.

Product Specialist

Ing

Oct 2001 - Jun 2002 (9 months)

During this time, ING was acquiring dozens of small insurance companies. I served as a customer service representative for the insurance and annuity contracts acquired in the mergers. I demonstrated proficiency of all aspects of over 16 different types of individual annuity products and contracts, utilizing both legacy and windows-based support systems. I exceeded target production standards by 13.1% and average peer performance by 18.3%.

Softlines Asst mgr

Kmart

Jan 2001 - Jan 2002 (1 year 1 month)

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