Lynwood E. Williams
Analyst-Equity bij Salem Investment Counselors, Inc.
Profiel
Mr. Lynwood E.
Williams is an Investment Counselor at Salem Investment Counselors, Inc. He joined Salem in 2016 where he specializes in portfolio management and equities analysis.
He is active in the Winston-Salem community serving on a number of boards and community organizations.
From 2004 to 2016, Mr. Williams was employed with Wells Fargo, and its predecessor Wachovia Bank, providing wealth management services to high net worth individuals and families.
In 2011, he earned the Certified Trust and Financial Advisor designation.
Mr. Williams received his undergraduate degree from North Carolina State University in 2002 and in 2004 earned a Master’s degree in Trust and Investment Management from Campbell University.
In 2009, he received his MBA from Wake Forest University.
Actieve functies van Lynwood E. Williams
| Bedrijven | Functie | Begin |
|---|---|---|
Salem Investment Counselors, Inc.
 Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Analyst-Equity | 01-01-2016 |
Opleiding van Lynwood E. Williams
| North Carolina State University | Undergraduate Degree |
| Campbell University | Graduate Degree |
| Wake Forest University | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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Salem Investment Counselors, Inc.
Salem Investment Counselors, Inc. Investment ManagersFinance Salem Investment Counselors, Inc. (Salem) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Winston-Salem, North Carolina. The firm was founded by David Gilbert in 1979. Salem provides financial management expertise to individuals, foundations, corporations and professional organizations throughout the US. | Finance |
