LaToya Williams in

LaToya Williams

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Chief Revenue Officer (CRO) at BeyondWill
📍 Greater Indianapolis, United States

LaToya Williams is a legacy planning strategist and executive with over two decades of experience in financial services. She empowers financial advisors and institutions by simplifying estate documentation to create generational impact. She holds a Master of Science from Grand Canyon University and is a Certified Exit Planning Advisor (CEPA).

Outside of work, LaToya is deeply committed to her community in Indianapolis. She serves as a board member for both the Madam Walker Legacy Center, which preserves a vital cultural landmark, and TeenWorks, an organization focused on youth empowerment and professional development.

After her 46th birthday, she shared a video embracing a more authentic and playful side of herself that she previously kept hidden at work.

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Experience
13 Years
Current Role
Chief Revenue Officer (CRO)
Job Level
Leadership
Location
Greater Indianapolis, United States
Personality Overview

How LaToya shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics LaToya cares about

Legacy & Estate Planning
Her entire career is focused on this, and she speaks nationally on topics like "Estate Planning Mastery" to help advisors protect their clients' wealth and legacies.
Youth Empowerment
Demonstrates a clear passion for helping the next generation by serving on the boards of organizations like TeenWorks and the Sankofa School of Success.
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Career

Work history

5-2025
Chief Revenue Officer (CRO)
BeyondWill
4-2021 - 5-2025
Vice President of Wealth Management
Old National Bank
7-2020 - 4-2021
Relationship Manager
Principal Financial Group
9-2016 - 7-2020
Retirement Education Consultant
Principal Financial Group
6-2013 - 12-2015
Retirement Plan Consultant
Transamerica
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2019 - 2021
Master of Science - MS
Grand Canyon University
Bachelor's degree
Indiana State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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