Partner | Wealth Manager
Wealth Manager and Partner Phil Williams manages his independent practice at Kingsview Partners in central Indiana.
As a financial advisor and business leader for the past 23 years, Mr. Williams has developed a unique breadth of skills and experiences that lend themselves well to guiding his clients toward realizing their financial goals and objectives. As previous managing partner of Williams and Associates at Merrill Lynch, he and his team of investment industry professionals combined their industry knowledge and capabilities to provide a full range of wealth management services to his clients. In addition to his practice, Phil served the Indiana market as Sales Manager and FADP Coordinator.
Before joining Merrill, Phil was the Indianapolis Director of Wealth Management for Stock Yards Bank and Trust, where he launched the market and quickly built a successful practice. Prior to Stock Yards, Phil worked at Morgan Stanley, CFD Investments, and spent a brief stint in the political world as Controller and Deputy Mayor for the City of Kokomo. With prior firms often hindering his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services. These services include personalized guidance, client-centric financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.
Phil attended Indiana University where he earned an MBA in Finance and a Bachelor of Science in Marketing Management. He coaches varsity girls soccer at Eastern High School and travel soccer for Indy Fire Juniors where his kids play. Phil is also involved with and supports the American Lung Association, Murat Shriners, Indiana University Alumni Association, and other local groups. Phil and his wife Melissa live in Kokomo with their four children Mallorie, Heidi, Patrick, and Evan.