![Angela Williams](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Angela Williams
Gestionnaire de Portefeuille-Actions chez
Wealthquest Corp.
Fortune : 17 M $ au 31/08/2026
Profil
Ms. Angela C.
Williams is a Senior Wealth Advisor at Wealthquest Corp.
Ms. Williams began her financial career in 2006 working with managed futures at Robbins Trading Company.
She then became an Investment Consultant with TD Ameritrade, helping clients improve their overall financial plans.
She was with PNC bank as a Financial Specialist working with banking and investments before joining Wealthquest.
She graduated from Loyola University Chicago in 1992 with a degree in Biology.
She earned the right to use the Certified Financial Planner (CFP) mark in 2014.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
Mountview Estates Plc
 Mountview Estates Plc Real Estate DevelopmentFinance Owns and acquires tenanted residential property 3,61% | 07/07/2026 | 140 750 ( 3,61% ) | 17 M $ | 31/08/2026 |
Postes actifs de Angela Williams
| Sociétés | Poste | Début |
|---|---|---|
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest primarily allocates client investments among mutual funds, exchange traded funds (ETFs), structured notes, stocks (common or preferred), bonds, option contracts, private placements or other illiquid investments, certificates of deposit, and other securities and/or contracts relating to the same. Once allocated, the firm provides ongoing monitoring and maintenance of account performance, asset allocation and client investment objectives. | Gestionnaire de Portefeuille-Actions | 01/10/2013 |
Anciens postes connus de Angela Williams
| Sociétés | Poste | Fin |
|---|---|---|
PNC Bank /District Columbia/
 PNC Bank /District Columbia/ Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Angela Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
77
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Loyola University of Chicago
 Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PNC Bank /District Columbia/
PNC Bank /District Columbia/ Regional BanksFinance State chartered commercial bank | Finance |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest primarily allocates client investments among mutual funds, exchange traded funds (ETFs), structured notes, stocks (common or preferred), bonds, option contracts, private placements or other illiquid investments, certificates of deposit, and other securities and/or contracts relating to the same. Once allocated, the firm provides ongoing monitoring and maintenance of account performance, asset allocation and client investment objectives. | Finance |
