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Dana Williams

Dana Williams, CEPA
Wealth 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 a is a Regional Managing Director for Truist Wealth in Columbia, Maryland. She has more than 30 years of experience working with clients and leading a team of advisors and teammates. Her primary responsibilities include leading a team of Wealth Advisors, integrating Truist teammates to serve clients as one team, and recruiting top tier talent to join Truist Wealth. She has continued to grow with her team and instill the passion to deliver comprehensive advice to their clients while helping them meet their evolving goals. 

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 earned a B.S from the University of Maryland and a graduate of the BB&T Banking School at Wake Forest University. She serves the business community as a member of the Maryland Chamber of Commerce. 

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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