Ada Williams

Prior to Wealth, Ada served as Executive Director, Head of Financial Planning Strategy and Business Management at Morgan Stanley, where she led the firm's efforts to evolve its financial planning offering for clients, advisors, and the future of wealth management. Before Morgan Stanley, Ada spent 14 years at Charles Schwab, most recently as Director of Offer Management, Design and Product Integration, where she shaped digital client experiences, wealth management strategy, and product integration across the platform. Earlier in her tenure at Schwab, Ada held roles as a Senior Financial Planner, Financial Consultant, and Associate Financial Consultant. At Wealth, Ada serves as SVP, Managing Director of Strategic Accounts and Business Strategy.

Ada earned her Bachelor of Science in Business Administration from Colorado State University, with concentrations in Finance/Investment Analysis and Marketing.