With more than a decade of experience in the financial industry, LaToya Williams serves her clients by helping them work toward their financial goals. In her role as wealth advisor for 1834, a division of Old National Bank, LaToya is dedicated to understanding the unique needs of her clients and developing personalized strategies that focus on their big picture. She does this by working with them to document their personal goals and values.
LaToya focuses her practice on business owners that provide employer-sponsored retirement plans and generational investors.
Her clients can count on her to:
- Hold a firm belief in the concept of “business as a force for good.” LaToya’s business owner clients appreciate that giving is at the center of her work. Through this lens, she partners with business owners and their HR staff to implement retirement plans that focus on holistic financial wellness while deepening employee engagement.
- Establish intergenerational wealth strategies through individualized planning using knowledge, expertise and experience from her extensive team.
- Provide comprehensive, ongoing, unbiased and personalized financial planning and guidance.
LaToya earned a Bachelor of Science from Indiana State University and a Master of Science in psychology from Grand Canyon University where she was a member of the Alpha Chi National College Honors Society.
Investing in the lives of our youth is also deeply important to LaToya. When she is not working she dedicates her time to Sankofa School of Success and TeenWorks. Both organizations are making great impacts in the future generation.