Noel Williams

Experience

• 

  Merrill Lynch

  Dec 1993 - Apr 1996

  Financial Advisor
• 

  Wells Fargo

  Sept 1996 - Sept 2004

  Private Wealth Manager

  Worked closely with all elements of Private Client Services (Trust, Private Banking, Investment Management) to offer traditional brokerage services, stock option and concetration management, and business transition strategies. Working primarily with the High Net Worth (HNW) space, my role was to offer comprehensive brokerage services to the bank's best clients.

• 

  Morgan Stanley

  Sept 2004 - now

  First Vice President, Wealth Management, Financial Advisor at Morgan Stanley

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