Erica Williams
Wealth Management Advisor Fifth Third Private Bank
- Role
- Vice President, Private Wealth Management Advisor, at Fifth Third Bank
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Erica Williams
Accomplished and results-oriented private wealth advisor with over 26 years in sales and wealth management functions. Extensive accomplishments and experience with developing successful sales strategies to consistently meet and exceed sales goals while providing outstanding customer experiences and maintaining high levels of customer satisfaction. Lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held and family-owned businesses. Works closely with clients to gain a complete understanding of lifestyle, career, philanthropic and wealth planning goals.
Experience
Vice President, Private Wealth Management Advisor,
Sep 2022 — Present · US
Serves as lead advisor and relationship manager to high-net-worth individuals, families and organizations, including closely-held family-owned businesses. Works closely with clients to gain a complete understanding of their lifestyle, career, philanthropic and wealth planning goals.
Education
Ball State University
Bachelor of Science - BS, Marketing with a minor in Advertising
Skills
- Investments
- Small Business Lending
- Wealth Management
- Credit
- Loans
- Banking
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