Lonnell Dawson Williams

Vice President, Private Client Advisor

Professional Profile

Lonnell is a Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management based in Atlanta, Georgia. He works to provide wealth management strategies to clients, including business owners, the faith-based community, entertainers, athletes, and high net-worth and ultra high net-worth individuals. Lonnell serves families and institutions and is supported by a team of private banking professionals dedicated to a highly personalized client experience. The team has access to an array of specialists and resources to assist clients. With strong business and local market acumen, Lonnell and his team offer a range of services which includes investment management, custom lending facilities, and robust private banking services.

Lonnell draws on a decade of experience serving his community. He began his career as an Executive Pastor in New Jersey. He has previously served as a Financial Solutions Advisor for Merrill Edge. He joined U.S. Trust in July of 2015 and continues to build his book of business for the U.S. Trust platform. He also serves on numerous boards and organizations within his community and across the country. He earned his Bachelor of Arts Degree from University of California, Riverside and his Master's Degree from Princeton Theological Seminary.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Brockton (Brock) L Patterson

Private Client Manager

404.504.3188

Matthew W Goodson

Trust Officer

404.264.2883

Billy (Bill) C Hamlet

Wealth Strategies Advisor

404.264.2872

Robert S Kalaman

Portfolio Manager

404.264.2874

Shih (May) M Tsao

Private Client Manager

404.264.2805

Key Contacts

Deloris A Freshley

404.495.7964

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.