Williams Jones Wealth Management Email Formats
Financial Services • 
Manhattan, New York, United States • 21-50 Employees
Williams Jones Wealth Management Email Formats
Williams Jones Wealth Management uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@williamsjones.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@williamsjones.com | 75% |
{first name}{last name} | johndoe@williamsjones.com | 20% |
{last name}{last name} | doedoe@williamsjones.com | 5% |
Key Contacts at Williams Jones Wealth Management
Emily C. Smith
Director Of Financial Planning
Henry Wilmerding
Managing Director / Portfolio Manager
Olivia Coym
Director Of Client Services
Emily Fernandez-Justo
Director Of Operations
Company overview
| Headquarters | 717 Fifth Avenue, 11th Floor, New York, NY 10022, US |
| Phone number | +12129358750 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 1988 |
| Employees | 21-50 |
| Socials |
About Williams Jones Wealth Management
Williams Jones was established in 1988 as a SEC registered investment advisory firm. We provide customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers. We manage each portfolio separately according to a client's unique investment objectives. A seasoned portfolio manager and an experienced portfolio administrator are the client's primary contacts. Our team of portfolio managers average 35 years of experience and works directly with each client to determine their investment goals and objectives. We utilize sophisticated portfolio management, research, trading and client reporting systems. The Firm's investment sophistication and high level of service have enabled us to grow nearly exclusively through client recommendations.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Williams Jones Wealth Management has 14 employees across 7 departments.
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Number of employees
Funding Data
Williams Jones Wealth Management has never raised funding before.
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