I focus on helping clients prepare for tomorrow by implementing sound financial planning today. With over a decade of dedicated client service and strategic advice, I take a proactive approach to wealth accumulation and preservation strategies, accelerating clients' paths toward financial growth and stability. I enjoy guiding our clients toward sound financial decisions and ensuring that they always receive a positive experience. Our clients' interests will always be our priority. I am fortunate to be involved in the lives of many Jacob William Advisory clients by serving them and their families daily. Jacob William Advisory is a wealth management firm that excels at creating client value, advising the appropriate tailored solution, and providing clarity to our clients. We take a team approach, ensuring we do not exist in professional silos. Through our financial planning, retirement planning, investment management, estate planning, tax planning, and private client services, our team is there to provide the highest level of support and advice.Investment advisory services offered through CWM, LLC., an SEC Registered Investment Advisor.Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed CWM, LLC as to accuracy or completeness.Endorsements received on this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.

Lead UPD’s efforts to expand the reach of our unique change management approach to equity work, and to further establish our thought leadership in the DEI marketplace; develop and implement strategies for UPD’s business development process, including prioritization, reprioritization and adjustment of tactics to ensure a sustainable flow of pipeline projects; cultivate relationships that provide us with opportunities to secure new projects; provide guidance to UPD’s leadership team, consultants and project managers on identifying existing and new value propositions and articulating them—in marketing materials, presentations, proposals— in ways that expand our opportunities to secure new projects; diagnose shifts in markets to understand how to position our service offerings competitively; lead a collaborative business development agenda, including regular team meetings, performance management sessions, data reports, and special campaigns.

Led the firm in deepening diversity, equity and inclusion (DE&I) values in all aspects of our work with clients, colleagues and the community; created a roadmap for achieving measurable, sustainable results that support a more diverse, equitable and inclusive culture; served as a key business partner to senior leaders regarding DE&I issues, topics, programs, and trends and help lead the development of new ideas that will help in the execution of our DE&I goals; helped all offices develop and execute a DE&I strategy for serving clients, supporting colleagues, engaging the community and nurturing our culture; drove the efforts of the Justice Taskforce, Women’s Working Group and other firm initiatives that aim to promote diversity, equity and inclusion; guided our Colleague Resource Groups (CRGs) by providing inspirational leadership, guidance and direction; developed a colleague engagement strategy that identified opportunities for building a more inclusive culture; managed engagement in our communities that demonstrated our commitment to becoming a more diverse, equitable and inclusive organization; leveraged the capabilities and expertise of external networks by maintaining existing relationships and developing new relationships with professionals and organizations in the DE&I community; and curated and owned the Brown Advisory DE&I message in our communities and with our clients.

David Hodnett is a Client Advisor at Brown Advisory. He has extensive experience working with and advising entrepreneurs, individuals, families and business owners on a variety of investment, financial and legal challenges. David has helped business owners think through succession planning for the management and ownership of business entities, worked with teams to help consider the tax implications and identified income tax efficiencies. David’s legal background also helps clients strategically approach risk management and asset protection planning through thorough trust and estate planning. David works closely with minority-owned business enterprises, by helping them think through capital allocation decisions, business transition planning, liquidity planning and governance. He is also a leading member of Brown Advisory’s Black and Hispanic colleague resource group and is committed to promoting diversity and inclusion at the firm.

Led all aspects of account administration for private client relationships while counseling clients on the operation of their trust agreements and estate planning instruments; reviewed administrative, legal and fiduciary rules when responding to client requests to verify compliance with governing documents and applicable laws and procedures; offered strategic advice to clients on managing cash flow, accessing account information, securing account information and coordinating with external advisors; directed administrative procedures for opening and funding accounts, transferring cash and securities and reporting holdings, transaction, performance and tax information; confirmed compliance with legal rules, administrative procedures and fiduciary responsibilities and collaborated with clients’ external legal, tax and investment advisors on estate planning matters.

Provided trust and estate management services to families, professionals and business owners by applying planning techniques that ensure proper preservation and transfer of wealth; Implemented strategies to improve tax efficiency in financial and estate plans; Reviewed and interpreted wills and trusts to ensure compliance with governing language.

Led the initiative to create a more inclusive experience for PNC customers by helping our professionals increase their understanding of the unique needs of our diverse communities and provide customized banking, investment and planning solutions to those communities; expand our engagement of diverse suppliers; and manage the effort to make direct investments in underserved communities.

Directed marketing and recruitment efforts at eight universities in Mid-Atlantic region; led campus recruiting teams in screening and interviewing candidates; helped plan summer internship program for more than 160 summer interns; oversaw professional development component of summer internship program; trained line of business managers in providing meaningful experiences to interns

Placed students at internships in private companies, nonprofit organizations and government agencies; achieved a 10% increase in internship placements each academic semester; advised students on how to improve their interviewing techniques; facilitated the Governor’s Summer Internship Program for the State of Maryland

Led the Council’s efforts to offer Scouting to youth with mental, emotional and learning disabilities; Managed recruitment of youth members and adult volunteers; Oversaw training and development of Scout leaders; Tracked advancement and membership of Scouting units; Collaborated with community-based organizations to identify sites for new Scouting programs