Diana Williams Client Services Administrator
Diana Williams is RIA’s Client Services Administrator and joins us with over a decade of experience servicing clients in the financial services industry. As part of our promise of ‘client first,’ Diana is a crucial addition to our team. Diana earned an MBA with a concentration in finance from Capella University. Her credentials include Securities Industry Essentials® (SIE®), a FINRA exam for prospective securities industry professionals and is Life and Health Insurance licensed.