Eric S. Williams
Eric is a managing director in Abbot Downing’s San Francisco office where he is responsible for the overall management of client relationships. He works directly with clients to manage and direct their complex planning, investment, and banking needs. Eric has 25 years of industry experience with extensive expertise in the areas of multigenerational wealth transfer, business succession planning, fiduciary administration, and investment strategy.
Prior to Abbot Downing, Eric was an investment principal and director of the Wealth Structuring Group at Merrill Lynch, a national role where he led teams of specialists exclusively focused on the ultra-high-net-worth clients of the firm. Before joining Merrill Lynch, Eric was the high-net-worth business development director at Citigroup Global Markets and a principal of Phenneger & Morgan Inc.
Eric is a nationally featured speaker internally and externally with many organizations, including the American Business Association and the Securities Industry and Financial Markets Association and others. He is a graduate of Washington State University, Cannon Trust School and is a SAFE-registered mortgage loan originator (NMLSR ID1091857).
Eric and his wife, Julie, make their home in Sonoma.