SAN FRANCISCO--(BUSINESS WIRE)--
Eric S. Williams, a professional estate and trust planning professional with more than 25 years’ experience serving clients in the ultra-high-net-worth financial services industry, has joined Wells Fargo’s Abbot Downing in San Francisco as Senior Relationship Manager. Abbot Downing, with $33.4 billion in client assets, 300 team members in offices across the United States, and a 40-year history serving ultra-high-net-worth clients, is part of Wells Fargo’s Wealth, Brokerage and Retirement group, a leading U.S. wealth manager, with $1.4 trillion in client assets.
Williams will be responsible for working directly with clients to manage and direct their complex planning, investment and banking needs as well as family governance and education in the Northwest region of Abbot Downing.
“We are delighted to build our team with such depth and breadth of experience in one of America’s greatest cities,” said Mary Mewha, regional managing director of the Northwest. “Eric’s extensive background will provide clients with planning and asset management solutions that will preserve and grow their assets while building a lasting legacy that positively impacts their families and their communities.”
Prior to joining Abbot Downing, Williams was the national director of the wealth structuring group at Merrill Lynch. He was business development director with Citigroup Global Markets for the high-net-worth segment before joining Merrill Lynch.
Williams is a graduate of the Washington State University and Cannon Trust School.
Williams is one of more than 35 professionals serving clients in the San Francisco office of Abbot Downing. The San Francisco office of Abbot Downing recently relocated to the Wells Fargo headquarters building located at 420 Montgomery Street.
In the San Francisco community, Abbot Downing has actively supported the San Francisco Ballet, Meals on Wheels, SF Food Bank, Marin County Boys & Girls Club, Adopt-A-Family, Bay Area Discovery Museum, Glide Memorial, and the Napa Community Foundation.
Abbot Downing serves clients in all 50 states through offices in San Francisco, Palo Alto, Los Angeles, Scottsdale, Denver, Houston, Minneapolis, Chicago, Philadelphia, Washington, D.C., Charlotte, Winston-Salem, Raleigh, Naples, Jacksonville, and Palm Beach.
About Abbot Downing
Abbot Downing serves clients in all 50 states through offices in San Francisco, Palo Alto, Los Angeles, Scottsdale, Denver, Houston, Minneapolis, Chicago, Philadelphia, Washington, D.C., Charlotte, Winston-Salem, Raleigh, Naples, Jacksonville, and Palm Beach. Abbot Downing is the world’s eighth-largest family office based on assets, according to the 2012 Bloomberg Markets survey. Wells Fargo launched the Abbot Downing brand on April 2, 2012, combining two Wells Fargo ultra-high-net-worth businesses. The original Abbot Downing built the iconic stagecoaches that have come to represent Wells Fargo.
About Wells Fargo
Wells Fargo & Company (WFC) is a nationwide, diversified, community-based financial services company with $1.4 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 stores, 12,000 ATMs, and the Internet (wellsfargo.com), and has offices in more than 35 countries to support the bank’s customers who conduct business in the global economy. With more than 270,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune’s 2013 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy all our customers’ financial needs and help them succeed financially.
Julie Andrews, 704-374-4828