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MEMBER PROFILE

 

Ann Williams

Williams Advisory, PLLC

 

Member profile details

Membership level
Charlotte Individual
First name
Ann
Second name/initial
Marie
Last name
Williams
Title
President and Founder
Company
Williams Advisory, PLLC
 

XPX ROLE

Leadership Role
President
 

CONTACT INFORMATION

City
Mooresville
State
North Carolina
 

PROFILE INFORMATION

Call me when
Investments, estate planning, liquidity events, managing cash
Why I/we support XPX
We are qualified to assist business owners with proactive advice.
Profession
  • Accountant
  • Attorney
  • Banker
  • Insurance
  • Wealth Manager
Functional Expertise
  • Board of Directors (for profit)
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Buy side/Acquisitions
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Change Management
  • Charitable giving
  • Compensation
  • Cybersecurity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Governance
  • Investments
  • Mergers
  • Private equity
  • Private placements
  • Sell side/Divestiture
  • Tax
  • Trusts
  • Turnarounds
  • Venture capital
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CPA, Attorney, Series 7, Life Insurance
In Business Since
1994
How to contact
704-574-9970 or ann.marie.williams@jpmorgan.com
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