Featured Member: David Williams on HBCU CONNECT!

Q&A With David Williams

David Williams
Financial Advisor, Principal Financial Group
Location: Blue Ash, OH United States
Joined: Mar 9th, 2023

About (request update)

Education (request update)

Central State University class of 2012

Undergrad Major: Business Administration

Experience

I currently work with Principal Financial Group as Financial Advisor
I have years of experience working in the Accounting/Auditing industry.

Financial Advisor | Principal Financial Group
From December 2019 to Current • 7 year(s)
Utilizes diverse wealth management strategies to meet client objectives and educates clients on financial matters while providing professional investment recommendations.

Financial Advisor | Merrill Lynch Wealth Management
From December 2017 to January 2020 • 3 year(s)
Utilized wealth management strategies to meet client objectives and provided professional recommendations on investment opportunities based on individual client needs.

Financial Representative | Northwestern Mutual Life Insurance Company
From August 2016 to December 2017 • 1 year(s)
Educated clients on ROI terms and worked with them to develop financial planning strategies through evaluation of finances.

Insurance Agent | Liberty Mutual Insurance
From August 2014 to September 2016 • 2 year(s)
Scheduled consultations to determine client needs, upsold products and services, and maintained high customer service standards through relationship building.

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