Jonathan D. Williams

Jon joined Summit Trail Advisors as a Partner in 2019. Jon works closely with a select group of ultra-high-net-worth clients and their outside advisors to develop and execute financial strategies, acting as their outsourced family office. His team specializes their focus on business owners, entrepreneurs, public company executives, and private foundations. Prior to joining Summit Trail Advisors, Jon was a Managing Director and Senior Private Client Advisor at Wilmington Trust for nearly 12 years. Previously, he held roles in private banking and in the investment advisory business with UBS and M&T Bank. In 2017, he was named to Central Pennsylvania Business Journal’s 40 under 40 where he was recognized as a top young business leader in the Central PA region. Jon serves on the advisory board for the Children’s Miracle Network and is a member of the Central Pennsylvania Estate Planning Council. Previously, Jon was a member of the Board of Directors for the Harrisburg Area Community College Foundation. Additionally, Jon created the non-profit initiative Climb4Classes which supports Nursing School programs for local institutions. He and his wife serve with other nonprofit initiatives throughout the Capital Region that support education, health care and military veterans. Jon lives outside of Harrisburg in Lewisberry, PA with his wife and two daughters. In his spare time, Jon is an avid outdoorsman, mountain climber and skier.