Deborah McWilliams, CFP®, CIMA®, CRPC®, ChSNC®
Designations and Licenses
Deborah is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst, a Chartered Special Needs Consultant® and has earned her Chartered Retirement Planning Counselor℠ designation.
Experience and Education
Deborah specializes in providing individuals and families with comprehensive wealth management including integrated financial planning and investment strategies for growing and protecting wealth. She delivers a wide range of solutions related to financial planning, retirement planning, estate planning and portfolio management. Prior to joining Mariner Wealth Advisors, Deborah spent five years at Wells Fargo Advisors. Before that, she spent almost 17 years at Merrill Lynch.
Deborah received a bachelor’s degree in psychology from Indiana University. She is a member of the Investments and Wealth Institute.
She was named “Five Star Wealth Manager” by Charlotte Magazine, 2012- 2013 and 2015 – 2018.
Deborah is a wish enhancement volunteer with Make-A-Wish and she has run four marathons through Leukemia Society’s Team in Training program. She also volunteers for the Pro Bono for Cancer program.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Charlotte Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/public/wmresearch.