About Brian D. Williams
Institutions, business owners, corporate executives, healthcare professionals, athletes, entrepreneurs, lawyers, retirees, and their next generation family members have all relied on Brian to be their partner for their wealth management needs.
They know they’re tapping into his 20 years of experience in wealth management to provide them with guidance on a wide range of aspects including, portfolio construction and management, investment manager selection, tax efficient investing, risk management, retirement, legacy and education planning, alternative investments, cash and liquidity management, custom credit strategies, cash settlements, and business valuation.
An overarching goal throughout Brian’s career has been to deliver a differentiated level of client service. He’s had the privilege to work with amazing families over the years and puts extensive care into building personal relationships with them. Having their trust and friendship means the world to Brian, who employs a collaborative process to help his clients articulate their goals and aspirations for themselves and their families. As Brian says, “it’s a team effort and I look forward to serving them every day”.
Brian is a proud University of Tampa alumnus, where he earned his B.S in Finance with a concentration in Investment Management. After graduation, he started his career as a financial advisor trainee at Merrill Lynch, Pierce, Fenner & Smith Inc and later went on to enjoy a 15-year career at JPMorgan Securities, LLC. Brian worked as an Investment Advisor on the business owners’ team in downtown Chicago within JPMorgan’s Private Bank. He later went on to represent the Chase Private Client brand as an Executive Director and West Region Team Lead - Investment Product Specialist where he worked alongside Regional and Market Directors to coordinate efforts around advisor development, training, and the execution of business initiatives. He helped educate advisors on financial markets, portfolio construction, strategic and tactical asset allocation, risk management, manager selection, and retirement planning. Brian finished his JPMorgan Wealth Management career as a Senior Vice President and joined Morgan Stanly in May 2022.
Brian lives in Castle Pines, Colorado, working out of Morgan Stanley’s offices in Phoenix, Arizona and Greenwood Village, Colorado. He enjoys spending time with his wife, Caitlin, and their two beautiful children Mason and Amelia. They enjoy spending time with family and friends, traveling, skiing, golfing, attending sporting events, and collecting wine. He is passionate about mentoring young adults looking to get into the wealth management industry and previously volunteered his time at the Indiana Coalition Against Domestic Violence.
Securities Agent: NC, MS, IL, WY, OK, WA, VA, OH, MT, KS, IN, GA, MI, ID, TN, NY, NM, MO, AK, IA, AL, UT, NH, MN, TX, SC, MD, LA, DE, DC, CA, PA, NV, FL, CO, AZ, WI, OR; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 837402