Our Team / Client Services

Nigel Williams

Portfolio/Investment Administrator

nwilliams@agilipersonalcfo.com

Horizontal professional headshot image of Nigel Williams, an Agili portfolio manager.

Job Description

As a Portfolio/Investment Administrator, I support Agili’s Financial Strategists by compiling reports and assisting with the implementation of investment strategies.

Education and Credentials

  • Bachelor of Science in Applied Economic Management, including completion of the CERTIFIED FINANCIAL PLANNER™ education track, Virginia Polytechnic Institute and State University (Virginia Tech)

Community Engagement

  • Tomorrow’s Leaders Council 2021, Cystic Fibrosis Foundation Virginia Chapter
  • Football Coach, Benedictine College Preparatory School
  • Art Mentor, Bon Air Juvenile Correctional Center
  • Volunteer, The Chapel

What is a career highlight for you?

My career highlights came a few short months after I started working with Agili, when I received a call to play a few NFL games with the Arizona Cardinals. The call was exciting, but the support from the Agili team was very heartwarming. During the time away, I received many supportive messages from my team and when I finished playing, they welcomed me back with open arms.

Job Description

As a Portfolio/Investment Administrator, I support Agili’s Financial Strategists by compiling reports and assisting with the implementation of investment strategies.

Education and Credentials

  • Bachelor of Science in Applied Economic Management, including completion of the CERTIFIED FINANCIAL PLANNER™ education track, Virginia Polytechnic Institute and State University (Virginia Tech)

Community Engagement

  • Tomorrow’s Leaders Council 2021, Cystic Fibrosis Foundation Virginia Chapter
  • Football Coach, Benedictine College Preparatory School
  • Art Mentor, Bon Air Juvenile Correctional Center
  • Volunteer, The Chapel

What is a career highlight for you?

My career highlights came a few short months after I started working with Agili, when I received a call to play a few NFL games with the Arizona Cardinals. The call was exciting, but the support from the Agili team was very heartwarming. During the time away, I received many supportive messages from my team and when I finished playing, they welcomed me back with open arms.

More About Nigel

My favorite city and place to visit is New Orleans. I love how the culture is shown through their food and the fun-loving hospitality of its people. The art scene there is amazing as well, with its unique architecture, sculpture parks, and pop-up parades.

What excites me about my work is having a hand in helping our clients meet their goals and being able to learn from the many experts within the firm. Every day serves new challenges, which makes it so that I never stop learning.

Being able to spend time with friends and family is what brings me the most joy. With everyone’s hectic schedules and distance becoming a more recurring factor, it’s always a good time to gather and dial back old memories and create new ones.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018