Hello! My name is Trisha Williams. I joined the Everett Wealth Management team as Operations Assistant in December 2024. I have 15 years of experience in support roles including customer service, patient services, and special education. Over the years, I have developed a deep understanding of the importance of tailored support and effective communication. I look forward to using my transferable skills to deliver exceptional client experiences, providing personalized support to our clients, and helping clients achieve their financial goals.
I have had the pleasure of calling Nashville home for over 25 years. My husband and I have three wonderful children: fifteen-year-old twin boys and a 21-year-old daughter. In my free time, I enjoy staying active through pickle ball and yoga, and spending time with my family.
I look forward to getting to know you!