Williams Asset Management Names Nicholas Ibello as Wealth Manager
Columbia, MD, February 22, 2015 --(PR.com)-- Today, Williams Asset Management proudly announces that Nicholas A. Ibello has been named Wealth Manager, Associate Vice President. Mr. Ibello brings 5 years of industry experience to Williams Asset Management.
“In this new role, Mr. Ibello will bring additional expertise and experience as Williams Asset Management continues to grow in the marketplace,” said Gary Williams, Founder and President.
Born and raised in Baltimore, MD, Nick became attracted to the financial services industry at an early age. In a high school finance class, students participated in a stock market “game;” creating investment accounts, researching stocks, and then investing with play money. Nick performed all his due diligence and loved playing the game, but was stunned when he came in last. After asking the student that came in first place how he was able to do it – the response was, “My dad is a financial advisor.”
Knowing he had a lot to learn, this experience compelled Nick to study hard and learn all he could about the industry; and in 2011 he graduated from St. Mary’s College of MD with a B.A. in Economics and a concentration in Finance. He excelled there both as an athlete (soccer and tennis) as well as a student, becoming a member of the National College-Athlete Honor Society, the Economics Honor Society, and a Senior St. Mary's Scholar. The hard work came naturally to him, since he had worked in the family’s upholstery business for years.
Realizing he was more interested in finance then upholstery (and with his father’s blessing), Nick worked three years at T. Rowe Price, both in accounting as well as their financial advisor segment. Passionate about helping people realize their financial goals, and looking for a firm that matched his philosophy and investment process, Nick decided to join Williams Asset Management as a full time Wealth Manager. Always looking to learn and gain expertise, Nick has currently completed all the required course work for the CERTIFIED FINANCIAL PLANNER™ professional certification, and will sit for the exam in March 2015. Nick also holds the FINRA Series 7, 63, and 66 designations, as well as his insurance license; which makes him fully licensed to sell securities and insurance in the state of MD.
Nick grew up with three sisters in a very tight knit Italian family, and is especially close to his twin sister, Paige. As the only boy, he grew up looking after his sisters, and in turn, they looked out for him as well. Growing up with such a close family, Nick has come to understand the value in always having someone there to look after your best interests; and now, as a professional, Nick carry’s forward that same approach to his clients through his work.
He loves meeting new people, but also maintains close ties with his friends from elementary, middle and high schools, as well as college friends and former colleagues. The people in Nick’s life matter greatly to him, and there’s no effort too great for the people he cares about. “It’s all about the relationships,” he says simply, and clients who have worked with Nick happily agree.
Ibello adds “With the support of Gary Williams and Williams Asset Management, I am confident the passion and knowledge I have for the financial planning process will help add value to individuals and families that are looking to take their financial affairs to the next level.”
About Williams Asset Management
Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located at 8850 Columbia 100 Parkway, Suite 204 in Columbia, Maryland. They provide independent and objective financial advice to a wide array of affluent individuals and families, and as fiduciaries, the firm prides itself on crafting unique strategies that have their client's interests at heart. Their areas of expertise include investment planning, retirement planning, tax planning, business planning, estate planning, and risk management planning.
For more information, please call (410)740-0220 or visit www.WilliamsAssetManagement.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.
“In this new role, Mr. Ibello will bring additional expertise and experience as Williams Asset Management continues to grow in the marketplace,” said Gary Williams, Founder and President.
Born and raised in Baltimore, MD, Nick became attracted to the financial services industry at an early age. In a high school finance class, students participated in a stock market “game;” creating investment accounts, researching stocks, and then investing with play money. Nick performed all his due diligence and loved playing the game, but was stunned when he came in last. After asking the student that came in first place how he was able to do it – the response was, “My dad is a financial advisor.”
Knowing he had a lot to learn, this experience compelled Nick to study hard and learn all he could about the industry; and in 2011 he graduated from St. Mary’s College of MD with a B.A. in Economics and a concentration in Finance. He excelled there both as an athlete (soccer and tennis) as well as a student, becoming a member of the National College-Athlete Honor Society, the Economics Honor Society, and a Senior St. Mary's Scholar. The hard work came naturally to him, since he had worked in the family’s upholstery business for years.
Realizing he was more interested in finance then upholstery (and with his father’s blessing), Nick worked three years at T. Rowe Price, both in accounting as well as their financial advisor segment. Passionate about helping people realize their financial goals, and looking for a firm that matched his philosophy and investment process, Nick decided to join Williams Asset Management as a full time Wealth Manager. Always looking to learn and gain expertise, Nick has currently completed all the required course work for the CERTIFIED FINANCIAL PLANNER™ professional certification, and will sit for the exam in March 2015. Nick also holds the FINRA Series 7, 63, and 66 designations, as well as his insurance license; which makes him fully licensed to sell securities and insurance in the state of MD.
Nick grew up with three sisters in a very tight knit Italian family, and is especially close to his twin sister, Paige. As the only boy, he grew up looking after his sisters, and in turn, they looked out for him as well. Growing up with such a close family, Nick has come to understand the value in always having someone there to look after your best interests; and now, as a professional, Nick carry’s forward that same approach to his clients through his work.
He loves meeting new people, but also maintains close ties with his friends from elementary, middle and high schools, as well as college friends and former colleagues. The people in Nick’s life matter greatly to him, and there’s no effort too great for the people he cares about. “It’s all about the relationships,” he says simply, and clients who have worked with Nick happily agree.
Ibello adds “With the support of Gary Williams and Williams Asset Management, I am confident the passion and knowledge I have for the financial planning process will help add value to individuals and families that are looking to take their financial affairs to the next level.”
About Williams Asset Management
Founded in 1994, Williams Asset Management is an award-winning, privately-owned investment advisory services and wealth management firm, located at 8850 Columbia 100 Parkway, Suite 204 in Columbia, Maryland. They provide independent and objective financial advice to a wide array of affluent individuals and families, and as fiduciaries, the firm prides itself on crafting unique strategies that have their client's interests at heart. Their areas of expertise include investment planning, retirement planning, tax planning, business planning, estate planning, and risk management planning.
For more information, please call (410)740-0220 or visit www.WilliamsAssetManagement.com. Securities and Advisory Services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor.
Contact
Williams Asset Management
Gary Williams
(410) 740-0220
www.WilliamsAssetManagement.com
Gary Williams
(410) 740-0220
www.WilliamsAssetManagement.com
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