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Ann Marie (Schmitz) Williams to lead Grant Thornton’s Mid-South Private Wealth Services practice

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Ann Marie (Schmitz) Williams (pictured) has joined Grant Thornton LLP as a partner and the Mid-South Private Wealth Services practice leader, based in the firm’s Charlotte office.

Williams has more than 20 years of experience working with high-net worth individuals, multigenerational wealthy families and privately held business owners on a range of issues, including business succession planning, estate planning and complex wealth transfer strategies.

“Ann Marie brings to this position a unique perspective that will be an asset to our clients, having practiced in both legal and accounting environments,” says Kelli Knoble, Grant Thornton’s East region Tax Services leader. “She will play an integral role in leading the growth and driving the strategy of the Private Wealth Services practice throughout the Mid-South region.”

Prior to joining Grant Thornton, Williams served as a senior director at BDO USA LLP. Previously, she worked for more than a decade in roles of increasing responsibility for KPMG LLP, CliftonLarsonAllen LLP and Wells Fargo & Co.

Williams is a certified public accountant in North Carolina and a licensed attorney in Michigan and North Carolina. She received a juris doctor degree from Thomas M. Cooley Law School, a master’s degree in accounting from Walsh College and a bachelor’s degree in accounting from Michigan State University.

Williams is a member of the Charlotte Chamber of Commerce, the Women’s Impact Fund and the North Carolina Bar Association Planned Giving Committee. She also serves as a board member for Junior Achievement of Central Carolinas and The Entrepreneurship Institute-Charlotte Chapter, as well as the advisory board of the National League of Junior Cotillions. She is a frequent speaker on topics such as succession planning and income, gift, trust and estate taxation.

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