Andrew Williams
- Client Relationship Officer
- Seattle
Notice
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Andrew is responsible for client services, financial planning, as well as trust and estate administration.
Andrew has over 25 years of financial services experience in wealth management, finance, trust and estate administration, corporate trust, and brokerage operations. Prior to Perkins Coie Trust Company, Andrew was a client service associate at Morgan Stanley. His previous experience also includes trust and estate administration at Wells Fargo Wealth Management.
Areas of focus
Services
Education & Credentials
Education
- Whitworth University, M.S.F.P, 2025
- University of Washington, M.B.A., 2023
- University of Washington, B.A., Management, 2017
Related Employment
- Morgan Stanley, Olympia, WA, Client Service Associate, 2025
- Computershare Corporate Trust, Securities Admin Services Analyst, 2023-2024
- WSECU, Secondary Market Analyst, 2021-2023
- U.S. Bank Global Corporate Trust Services, Seattle, WA, Corporate Trust Review Analyst, 2019-2021
- Wells Fargo Wealth Management, Seattle, WA, Investment & Fiduciary Services Associate, 2013-2018
Impact
Community Involvement
- Financial Planning Association, 2024-present
- Tacoma-Pierce County Chamber, 2023-present