MARIE WILLIAMS

Operations & Internal Accounting Manager

“Choose happiness.”

~Unknown

Throughout the course of her tenured career with JNBA, Marie has gained experience with all departments of the firm, leading her to her current role working with Executive Team members to execute major projects and firm initiatives. She uses her keen attention to detail in everything she touches, including participation on the Technology Committee, managing accounts payable, coordinating travel, monitoring vendor relationships, and maintaining meticulous records for compliance purposes. Her degree in fine arts emphasizing graphic design has made her a valuable asset to the firm’s Marketing Team as she prepares communication pieces and executes the firm’s brand strategy (a skill that has also benefited several community organizations where Executive Team members are involved). Marie has enjoyed helping grow the next generation of financial professionals through her involvement with JNBA’s renowned summer internship program.

Marie graduated from Indiana State University and has worked at JNBA since 2006.

When she is not working, Marie loves to be with family.

In the community, Marie volunteers with a lot of charities, many of whom she was introduced through JNBA.

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

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