T.H. WILLIAMS JR, CFP®, PhD
Private Wealth Financial Advisor
Managing Director - Investments
Address:
5613 DTC Pkwy, Suite 1000
,
Greenwood Village
,
CO
80111
Call: 303-850-7900 | 800-999-7900 Fax: 303-773-6058
Email: th.williams@wellsfargoadvisors.com Compose mail in a new window
Call: 303-850-7900 | 800-999-7900 Fax: 303-773-6058
Email: th.williams@wellsfargoadvisors.com Compose mail in a new window
My Background
My Associate(s):
Meghan McGuire, Financial Advisor
;
Mick Pepper, Financial Advisor
;
Scott Shuler, Client Performance Analyst
;
Susie Kaufman, Senior Registered Client Associate
;
Vicki Hansen, Senior Registered Client Associate
My Experience
- 2005 - Present : Wells Fargo Advisors, Private Wealth Financial Advisor
- 2010 - 2018 : Wells Fargo Advisors, Branch Manager
- 2005 - 2005 : VC Consultant, olorado Office of Economic Development and International Trade
- 1998 - 2005 : Catalyst 2000, Small Business Consultant
- 1998 - 2003 : Nutrifusion, President & Founder
My Education & Credentials
- PhD Business & Finance - University of Denver
- MBA / MS Finance - University of Colorado
- Bachelor of Arts Biochemistry - University of Colorado Boulder
- Senior PIM Portfolio Manager
Securities Registered in the following states:
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0K13646) Resident State: CO
T.H. WILLIAMS JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Colorado : Greenwood Village Branch
Insurance licensed in the following states: CA (Lic. # 0K13646) Resident State: CO
T.H. WILLIAMS JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Colorado : Greenwood Village Branch
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