Arleatha Williams

Arleatha Williams, CDFA®, RICP®, MBA

My father passed away when I was 12 years old. My mother worked part-time before his death but had to secure full-time employment after his death. I watched her struggle to care for me and my brother after losing my father’s income. I decided to use my love of math to help her with budgeting and discovered entrepreneurial ways of bringing in extra money. I then learned to sew from my mother, but I really improved my skills by taking home economics classes. My teacher was a tailor and taught me more advanced sewing techniques. At age 14, I started a dressmaking/tailoring business, to earn money to help support the household. I maintained my dressmaking business while earning my undergraduate in Business Administration/Fashion Merchandising at Florida State University

After graduating from FSU, I moved to Washington, D.C. to live with an older brother and attend graduate school. I moved to New York the following year seeking employment in the financial services industry.

Upon getting registered, I focused on helping people solve financial challenges. I contacted all the corporations in my area and offered seminars about the importance of participating in their company’s 401(k) plan. One company took me up on the offer, and I built my business doing seminars on retirement planning.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.

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Viviana Santiago, CRC®

Viviana Santiago has been in the financial services industry since 1984. Viviana’s philosophy is to know as much as possible about the client personally, beyond their financial profile and to be judged on how well she delivers personalized solutions rather than by the incremental performance of the capital markets. With access to the vast resources of Harbour Bridge and Wells Fargo Advisors Financial Network, she feels extraordinarily positioned to provide the necessary financial tools and solutions to help her clients prepare for and enjoy a successful retirement lifestyle.

Viviana has a Certified Retirement Counselor® designation from The International Foundation for Retirement Education [InFRE]. She is Series 7, 9,10, 63 and 65 securities licensed as well as Life, Variable and Health insurance licensed. She attended St Peter’s College in Englewood majoring in Business and Marketing with a minor in Economics and received a fellowship at The Hispanic Women’s Leadership Institute at Rutgers University.

She is an avid tennis player and enjoys the strategy of a good doubles game. She is an active volunteer at St Cassian Church as a lector. She is fluent in Spanish and conversant in French, Italian and Portuguese.

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