Emily Smith
Director of Financial Planning at Williams Jones Wealth Management - New York, New York, US
Emily Smith's Colleagues at Williams Jones Wealth Management
Jeff Schweon
Partner; Chief Legal Officer; Chief Compliance Officer; Chief Financial Officer
Emily Smith's Contact Details
(212) 935-8750
New York,New York,United States
Williams Jones Wealth Management
Emily Smith's Company Details
Williams Jones Wealth Management
New York, New York, US • 34 EmployeesInvestment Bank/Securities Brokerage
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.