David Williams Email & Phone Number

Chief Administrative Officer for the Southeast Region of BNY Mellon Wealth ManagementResponsible for oversight of all daily business operations for 7 offices in Florida and Georgia, with approximately 125 staff, $8.8 billion in assets under management (AUM) and annual revenues of $65 million.

• Responsible, with Financial Advisor, for daily management and administration of over $200 million in private client assets.
• Responsible for all aspects of client servicing, involving daily interaction and problem solving with clients, referral sources and high net worth prospects.
• Provided service and support functions, including equity and fixed-income portfolio analysis, investment planning and asset allocation analysis, account creation, maintenance and administration as well as presentation.

South Florida

• Performed inside and outside sales and marketing functions, promoted positive customer relations, managed fleet control and maintenance, personnel training and development, and office administrative functions.
• Developed and managed the Hobe Sound and Okeechobee offices from inception, steadily increasing sales, profits and fleet.