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Dana Williams

Dana Williams, CEPA
Regional Managing Director Truist Bank

10500 Little Patuxent Pkwy

Suite 450,

Columbia, MD 21044-3505

DLWilliams@Truist.com

Phone 443-367-5263

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About me

Background

Dana is a Regional Managing Director for Truist Wealth in Columbia, Maryland. She has more than 30 years of experience in the financial services industry. Primary responsibilities include leading a team of Wealth Advisors, integrating Truist teammates to serve our clients as one team, and recruiting top tier talent to join Truist Wealth. She continues to grow the Maryland team while instilling the passion to deliver comprehensive advice to clients to help them meet evolving goals while encouraging teammates to make a positive impact in the lives of both our clients and the communities in which we all serve. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Business Management
University of Maryland Global Campus 1996

Personal Interests

Dana serves on the Maryland Chamber of Commerce Board of Directors and the Maryland Chamber of Commerce Foundation. She is a native Marylander and enjoys spending time with her family and fitness. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

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