Michael J. Williams, Cfa, Cfp Email & Phone Number

Michael Williams is Managing Director at MAI Capital Management., a fee-based SEC-registered investment advisory firm specializing in planning and investment advisory services. Michael has been in the financial industry for over 23 years and is passionate about helping clients feel confident about their current circumstances and financial future through comprehensive planning and wealth management. He excels in strategizing and problem-solving to determine the optimal solutions to clients’ financial needs and concerns. Michael has a bachelor’s degree in marketing from Miami University and an MBA in finance from DePaul University. He is also a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Chartered Financial Analyst® (CFA®). Outside of the office, you can often find Michael playing platform tennis or golf, indulging in markets and economics research and reading anything he can get his hands on.