Erin Williams

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → 07/2026
  Truist Investment Services, Inc
  Dallas, TX
• 02/2022 → 05/2025
  European Wax Center
  Silver Spring, MD
• 05/2024 → 08/2024
  Google
  San Francisco, CA
• 05/2023 → 09/2024
  Maximus
  Mclean, VA
• 05/2022 → 08/2022
  Opentext
  Remote
• 01/2015 → 06/2020
  Full Time Student
  Oklahoma City, OK
• 06/2020 → 07/2021
  American Eagle
  Oklahoma City, OK
• 07/2020 → 07/2021
  Ymca
  Oklahoma City, OK
• 07/2021 → 02/2022
  Full Time Student
  Washington, DC
• 12/2025 → 07/2026
  Truist Advisory Services, Inc
  Dallas, TX
• 07/2026 → Present
  Truist Investment Services
  Dallas, TX
• 07/2026 → Present
  Truist Advisory Services Inc
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-11-29