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Roy Evans Williams
Directeur Général chez
Prestige Wealth Management Group LLC
Profil
Mr. Roy E.
Williams, Jr., is a Chief Executive Officer & Wealth Advisor at Prestige Wealth Management Group LLC.
He is also a President & Founder and a Principal Owner of Prestige Wealth Management Group, and has over 30 years of professional experience in financial planning and investment management.
Mr. Williams received his degree in Finance from Lycoming College in Williamsport, PA. He holds the Chartered Financial Consultant designation through the American College in Bryn Mawr, PA. He is also a member of the Financial Planning Association and the Society of Financial Service Professionals.
Postes actifs de Roy Evans Williams
| Sociétés | Poste | Début |
|---|---|---|
Prestige Wealth Management Group LLC
 Prestige Wealth Management Group LLC Investment ManagersFinance PWM creates a tailored strategy based on their client’s timeline, return objectives, risk tolerance, tax situation and personal circumstances. The firm aims to structure a diversified investment portfolio that is proactively monitored and rebalanced strategically as needed to help clients remain on par with their goals. | Directeur Général | 01/10/1994 |
Formation de Roy Evans Williams
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
5
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Lycoming College
 Lycoming College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prestige Wealth Management Group LLC
Prestige Wealth Management Group LLC Investment ManagersFinance PWM creates a tailored strategy based on their client’s timeline, return objectives, risk tolerance, tax situation and personal circumstances. The firm aims to structure a diversified investment portfolio that is proactively monitored and rebalanced strategically as needed to help clients remain on par with their goals. | Finance |
