Michael Williams, CFP®, CFA
Senior Wealth Advisor, Managing Director
Mike is a Senior Wealth Advisor at MAI, based out of the Deerfield, IL office. A CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Analyst (CFA), Mike began his financial services career at Merrill Lynch in 1998. In 2002, he joined Citigroup where he served as Senior Vice President and Investment Counselor in the firm's Citi Private Bank wealth management subsidiary.
Mike's primary focus is working with clients on financial planning, defining investment objectives, constructing portfolios, and mitigating risks. He holds a Bachelor of Science degree in Marketing from Miami University and an MBA with a concentration in Finance from DePaul University. Mike is a member of the CFA Institute and the CFA Society of Chicago.
Outside of the office, you can often find Mike coaching his kids’ sports teams, playing platform tennis or golf, or indulging in markets and economics research.