Megan Williams Director, Client and Advisor Experience

As director of Client and Advisor Experience, Megan is focused on strategic initiatives that ensure HBKS® advisors have the resources they need to deliver on the firm’s commitment to helping clients achieve their financial goals. She assists in many areas, including hiring, training, human resources and marketing.

Prior to joining HBKS®, Megan spent 12 years at Vanguard in a variety of leadership positions in both operations and client facing roles, primarily working with institutions and high net worth investors. She was on the team that helped develop and launch Vanguard’s newest technology-driven advice offering. In 2014 she relocated to the Pittsburgh area to be closer to family and joined TIAA as Director of Wealth Management, leading a team of investment and financial planning professionals providing comprehensive retirement planning and investment advice to affluent clients.

Megan earned her B.A. in English from Cornell University and an Executive M.B.A. from Villanova University.

Stay Connected

Receive the latest financial and investments insights.


Connect with our

Find a Professional

Insurance products offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207.  Purshe Kaplan Sterling Investments and HBKS® Wealth Advisors are not affiliated companies. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.

© 2011-2020 HBKS Wealth Advisors. All rights reserved.

Broker Check badge