Michael Williams, CFP®, CFA

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• 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

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.