Ed Williams
Senior Lead Planner at Facet
- Role
- Senior Lead Planner at Facet
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Ed Williams
Financial advisor and relationship manager with a proven track record. Demonstrates the ability to communicate effectively with a wide range of audiences, including affluent, high net worth, and ultra high net worth individuals, family offices, boards of directors, CEOs, CFOs, and financial management firms.Builds relationships with clients to help them reach their overall financial goals and objectives. As a Certified Financial Planner ® provides advice that is holistic in nature and considers investments, retirement income, taxes, estate planning, insurance, and wealth transfer. The advice is specific to each individual’s unique goals, objectives, time horizon, risk tolerance, and values. Maintains a specialized knowledge and interest in behavioral finance, and family wealth management
Experience
Senior Lead Planner
Oct 2022 — Present
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Business Administration, Management and Operations and Music Dual Major
1996 — 2000
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