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T.H. Williams, PhD, CFP®

Engineer turned product management expert with 20 years of experience

T.H. Williams, PhD, CFP®, is a Private Wealth Financial Advisor and Managing Director - Investments at Wells Fargo Advisors. He is affiliated with VIRTUENT Wealth Management, where he utilizes his expertise to provide tailored financial advice and wealth management services.

Education and Qualifications

  • PhD: T.H. Williams holds a doctorate, indicating a strong academic background.
  • CFP® Certification: As a Certified Financial Planner, he has met rigorous education, examination, experience, and ethical requirements in the financial planning field.

Professional Experience

At Wells Fargo Advisors, T.H. Williams focuses on high-net-worth clients, offering personalized investment strategies and financial planning services. His role as Managing Director - Investments involves overseeing investment strategies and ensuring that clients receive comprehensive wealth management solutions tailored to their financial goals.1

Highlights

Aug 9 · linkedin

Scott Wren stresses that investors need to be patient, wait for opportunities, and stay invested in high-quality equities that have strong balance sheets and dependable cash flows.

Aug 9 · linkedin

Wells Fargo Investment Institute shifts its guidance and allocations while adjusting its target for the federal funds rate amid a shifting macroeconomic backdrop and key changes in markets.

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T.H. Williams, PhD, CFP®
T.H. Williams, PhD, CFP®, photo 1
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Experience

Member at Chief (February 2022 - Present)
Chief Product Officer at Hootsuite (April 2022 - November 2023), Chief Product Officer at Mailchimp (January 2021 - March 2022), VP, Product (Product & Project Management) at Mailchimp (March 2018 - December 2020)

Location

Denver Metropolitan Area