KRW Creative Concepts

CLIENTS

LPL Financial

Wells Fargo

  • Wells Fargo Advisors
  • Wells Fargo Retail Retirement
  • Wells Fargo Institutional Retirement & Trust

HD VEST

Cetera Financial 

Carson Institutional Alliance

BB&T - Sterling Capital Management

Planned Financial Services

Stratos Wealth Partners

Ambient Media:

  • Laurus Financial Group

 Planet Central Advertising:

  • McGladrey
  • ​RSM International
  • ​Wilmington Trust

Classic Graphics


References and work samples available upon request. 

About

Katie Williamsowns and operates KRW Creative Concepts, specializing in freelance copywriting for financial services organizations. She brings more than 30 years of strategic marketing and content development experience spanning a broad spectrum of investment products and financial disciplines. 

​Williams began her career in 1983 at The Calvert Group in Bethesda, MD. In 1993, she joined NationsFund, the mutual fund subsidiary of Bank of America in Charlotte, NC, developing marketing and communications strategies for the retail, advisory and institutional markets.

Williams joined Wachovia Corporation in 1996, as Vice President, Creative Services Director for Evergreen Investment Services where she was responsible for branding and marketing strategies for multiple product lines. She was later named Senior Vice President of marketing, where she developed targeted strategies for multiple distribution channels and product lines, including mutual funds, annuities and retirement plans.

In 2001, she became Senior Vice President, Wachovia Retirement Services, where she managed communications and participant education services for the company’s Insitutional Retirement Plan division. Williams left Wachovia in 2006 to establish KRW Creative Concepts.