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Williams-Wealth-Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Don-Williams

    Don Williams

    First Vice President–Wealth Management

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    • AL
    • AR
    • CO
    • DC
    • FL
    • ID
    • IN
    • KS
    • KY
    • MI
    • MO
    • MS
    • NC
    • TN
    • TX
    • VA

    Don has spent more than 35 years' developing a financial services practice based on consistent communication and comprehensive financial plans.  What sets his practice apart is his extensive investment experience  and his commitment to delivering results for his clients.

    Graduating in 1979 with a BBA in Accounting from The University of Memphis, Don has become a true activist for the city.  Currently, he serves as the Chairman of the Finance Committee at St. Peter Catholic Church, the Chairman of The Boys and Girls Club of Greater Memphis Investment Committee, and the Treasurer of the RiverArts Festival.  He and his wife, Sherry, live downtown and are avid Memphis football, basketball, and Grizzlies fans.  Both of their daughters still reside in Memphis and they have a mini golden-doodle named Conley.

     

      • The University of Memphis, BBA in Accounting
        6070 Poplar Avenue
        Triad Center III
        Memphis, TN 38119
      • Jordan-Edmundson

        Jordan Edmundson, CFP

        Vice President–Wealth Management

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        • AL
        • AR
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • IA
        • ID
        • IN
        • KS
        • KY
        • LA
        • MI
        • MN
        • MO
        • MS
        • NC
        • NY
        • OK
        • PA
        • SC
        • TN
        • TX
        • VA
        • WA
        • WI

        Jordan joined Don's team in 2009 and her primary role is helping the team plan for each client's investment goals and providing the research needed to make investment decisions. After obtaining a Masters of Science in Business Administration from The University of Memphis, she achieved her CERTIFIED FINANCIAL PLANNER designation in 2014.  She spends time each year reviewing tax changes, planning strategies, and employer retirement plans to better inform their clients. 

        Outside the office, Jordan resides in East Memphis with her husband, son and three dogs. She is an avid chef and gardener.  She is a current board member at Page Robbins Adult Day Center, on the FedEx St. Jude Classic Courses & Cocktails committee, and is active with her church.

          • The University of Memphis, Masters of Science in Business Administration
          • CERTIFIED FINANCIAL PLANNER™
          6070 Poplar Avenue
          Triad Center III
          Memphis, TN 38119
        • Melanie-White

          Melanie White

          Client Associate

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          • FL
          • LA
          • MS
          • NC
          • NY
          • TN
          • WA

          Melanie's role on the team is to ensure that every client receives the full UBS client experience. She is an expert in servicing client accounts, our banking capabilities, and managing the needs of multi-generational households. Prior to joining Williams Edmundson Wealth Management in 2017, Melanie had 11 years of experience with UBS and has over 22 years of experience in financial services.  She holds a Series 7 and 63 license.

          She is originally from Memphis and received her BBA in Business Management from The University of Memphis. Melanie now lives in Germantown with her husband and son and their family pets, Sienna and Daisy.  She and her husband are very active in their church community and spend time supporting their son's school.  Melanie also volunteers through UBS initiatives each year with Room in the Inn, Red Zone Ministries, and the Mid-South Food Bank.

            • The University of Memphis, BBA in Business Management
              6070 Poplar Avenue
              Triad Center III
              Memphis, TN 38119

            The Year Ahead - Sustainable Investing

            Retirement planning

            Retirement planning

            Multigenerational planning

            Multigenerational planning

            Legacy—Wealth for others

            For needs that go beyond your own—to help you improve the lives of others

            What will your legacy be?
            It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

            Learn more at ubs.com/wealthway.

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