Williams Jones Wealth Management Employee Directory

Q: What is Williams Jones Wealth Management known for?

Williams Jones Wealth Management was founded in 1988. Williams Jones Wealth Management operates in the Financial Services industry.

Q: Who are Williams Jones Wealth Management's key employees and leadership?

Williams Jones Wealth Management's key employees include: Founder And Ceo: S. T., Coo & Cto: H. V. L., Chief Operating Officer: A. H. V. L., President: Z. W., President: Z. W..

Financial ServicesNew York, United States11-50 Employees

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.

Find Williams Jones Wealth Management employees' phone numbers or email addresses

Williams Jones Wealth Management Global Highlights

North America
84

United States Of America
84

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Williams Jones Wealth Management's Leadership

H. V. L.
Coo & Cto
Mobile Phone
Email
A. H. V. L.
Chief Operating Officer
Mobile Phone
Email
Z. W.
President
Mobile Phone
Email
Z. W.
President
Mobile Phone
Email
P. W.
President
Mobile Phone
Email
S. T.
Founder And Ceo
Mobile Phone
Email
J. W.
Founder & Financial Advisor
Mobile Phone
Email
J. D. K.
Partner
Mobile Phone
Email

Williams Jones Wealth Management Employee Metrics

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2026

2025

Banking
Finance
Business Development
Business
Community & Social Services
Other

Contact profiles from Williams Jones Wealth Management

Name

Title

Contact Info

Location

Last Update

J. D. K.
Partner
Mobile Phone
Email
United StatesNew York
Mar 23, 2026
J. W.
Founder & Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Feb 19, 2026
S. T.
Founder And Ceo
Mobile Phone
Email
United StatesTexas
Oct 25, 2025
B. T.
Partner
Mobile Phone
Email
United StatesNew York
Mar 23, 2026
J. S.
Partner; Chief Legal Officer; Chief Compliance Officer; Chief Financial Officer
Mobile Phone
Email
United StatesNew York
Mar 25, 2026
H. V. L.
Coo & Cto
Mobile Phone
Email
United StatesNew York
Mar 24, 2026
T. H. M.
Partner
Mobile Phone
Email
United StatesFlorida
Mar 23, 2026
Z. W.
President
Mobile Phone
Email
Aug 12, 2025
K. Y. M.
Partner
Mobile Phone
Email
United StatesNew York
Mar 23, 2026
L. J.
Senior Vice President, Partner
Mobile Phone
Email
United StatesMichigan
Oct 17, 2025

Frequently Asked Questions

What is Williams Jones Wealth Management known for?

Williams Jones Wealth Management was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 717 Fifth Avenue 11th Floor New York, New York 10022 United States. Explore Williams Jones Wealth Management's company overview page for more information.

What is Williams Jones Wealth Management's most common email format?

Williams Jones Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Williams Jones Wealth Management email formats with LeadIQ.

How many employees does Williams Jones Wealth Management have currently?

Williams Jones Wealth Management has approximately 40 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Williams Jones Wealth Management's key employees and leadership?

As of March 2026, Williams Jones Wealth Management's key employees include:

Coo & Cto: H. V. L.
Chief Operating Officer: A. H. V. L.
President: Z. W.
President: Z. W.
President: P. W.

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