Michael Williams, CFP®, CFA

Senior Wealth Advisor, Managing Director

Bannockburn, IL

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Analyst
  • Member of the CFA Institute and the CFA Society of Chicago

 

Work Experience

  • Began his financial services career at Merrill Lynch in 1998
  • Joined Citigroup in 2002 where he served as Senior Vice President and Investment Counselor in the firm’s Citi Private Bank wealth management subsidiary
  • Primarily focused on working with clients on all aspects including reducing taxes, building smart portfolios, and helping them retire on their terms

 

Life Outside of MAI 

  • Plays racquet sports and golf
  • Spends time with his wife and two sons

 

Education

  • Miami University, BS in Marketing
  • DePaul University, MBA in Finance

We look forward to learning about your financial goals.

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