BNY Mellon Wealth Management has named William “Billy” R. Gibbs as a wealth director in the firm’s Seattle, Wash. office. Reporting to Regional President James Barnyak, Gibbs is responsible for driving business development efforts around mergers and acquisitions and business succession planning.
Prior to joining BNY Mellon Wealth Management, Gibbs was a vice president and financial advisor at Bernstein Private Wealth Management in Seattle for five years. In this role, he provided investment and wealth planning advice to high net-worth individuals and families, and to retirement and pension plans. He counseled clients and their professional advisors on a variety of matters including, tax and estate planning, multigenerational asset allocation and wealth transfer techniques, individual and corporate retirement planning, and the sale of closely held businesses. Before that he held several executive leadership positions in sales, management and regulatory affairs at Boston Scientific Corporation/Guidant Corporation, where he optimized business and sales processes. Gibbs spent five years in the US Army as an Armor Company Executive Officer, an Assistant Battalion Logistics Officer, and a Platoon Leader in the Armor Platoon.
“Billy has a strong track record of accomplishment in sales growth in the financial service space and across a variety of industries,” said Barnyak. “He has a well-rounded background of leadership, breaking sales records and improving processes, procedures and systems. His contributions will be advantageous as we continue to expand our presence in the region.”
Gibbs holds a Bachelor of Science in Systems Engineering from the US Military Academy at West Point. He is a member of the East King County Estate Planning Council and a member and mentorship chair of the Service Academy Business Network of The Puget Sound.
About BNY Mellon Wealth Management
BNY Mellon Wealth
Management is a leading wealth manager. In 2016, it was named by Family
Wealth Report as the top U.S. Private Bank and rated the Top Private
Bank for Family Offices by Professional Wealth Management magazine.
Barron’s ranked it the 8th largest U.S. wealth manager in
2016. The firm has more than two centuries of experience in providing
services to clients who today include financially successful individuals
and families, their family offices and business enterprises, planned
giving programs, and endowments and foundations. It has nearly $216
billion in total private client assets, as of June 30, 2017, and an
extensive network of offices in the U.S. and internationally. BNY Mellon
Wealth Management, which provides investment management, custody, wealth
and estate planning and private banking services, conducts business
through various operating subsidiaries of The Bank of New York Mellon
Corporation. For more information go to bnymellonwealth.com or follow us
on Twitter @BNYMellonWealth.
About BNY Mellon
BNY Mellon is a global investments company
dedicated to helping its clients manage and service their financial
assets throughout the investment lifecycle. Whether providing financial
services for institutions, corporations or individual investors, BNY
Mellon delivers informed investment management and investment services
in 35 countries and more than 100 markets. As of June 30, 2017, BNY
Mellon had $31.1 trillion in assets under custody and/or administration,
and $1.8 trillion in assets under management. BNY Mellon can act as a
single point of contact for clients looking to create, trade, hold,
manage, service, distribute or restructure investments. BNY Mellon is
the corporate brand of The Bank of New York Mellon Corporation (NYSE:
BK). Additional information is available on www.bnymellon.com.
Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for
the latest company news.
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Contacts:
Lucy Muscarella, 617-312-6411
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