BNY Mellon Wealth Management Names Sarah R. Williamson as Senior Wealth Strategist in Denver, CO
DENVER, Feb. 4, 2020 /PRNewswire/ -- BNY Mellon Wealth Management has named Sarah R. Williamson as a Senior Wealth Strategist in Denver, CO. Williamson will be responsible for providing expert advice to high net worth clients and prospects on key wealth planning areas, including estate planning, investment management, family law and trusts. She reports directly to Regional President Eunice H. Kim and started in the role on January 10, 2020.
"Sarah has deep roots in Denver," said Kim. "Her experience in this region gives her valuable experience in supporting HNW and UHNW families with issues spanning investing, borrowing, spending, managing taxes and protecting an individual's wealth. We're excited to have her on the team."
Prior to joining BNY Mellon Wealth Management, Williamson served as a Vice President and Wealth Advisor at Northern Trust. In her role, she managed the wealth management needs of over 30 families and provided advisory services to an additional 25 families within the Denver office. Before that, she served as an advisor at UBS and a banker at J.P. Morgan Private Bank.
She earned both her B.S. in Business Administration and MBA from the University of Denver. She is a Certified Financial Planner (CFP®), a Certified Investment Management Analyst (CIMA), a Certified Divorce Financial Analyst (CDFA®) and a Certified Trust and Financial Advisor. She is currently a board member for College Invest, and has previously served on the board of the Mile High Chapter of the American Red Cross and the professional advisory committee of the Denver Foundation.
Contact: Michael Brady, BNY Mellon Wealth Management, 617-722-7263, [email protected]
ABOUT BNY MELLON WEALTH MANAGEMENT
For more than two centuries, BNY Mellon Wealth Management has provided services to financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $266 billion in total client assets, as of Dec. 31, 2019, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of Dec. 31, 2019, BNY Mellon had $37.1 trillion in assets under custody and/or administration, and $1.9 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
SOURCE BNY Mellon Wealth Management
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http://www.bnymellonwealth.com
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