Michael J. Williams, CFP®, CFA

Michael J. Williams, CFP®, CFA

A CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA), Mike has been involved in financial planning for over 20 years.  After graduating from Miami University, Mike began his career at Merrill Lynch in 1998.  In 2002, he joined Citigroup where he most recently worked 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 a MBA with a concentration in Finance from DePaul University.  Mike is a member of the CFA Institute and the CFA Society of Chicago.