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.
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.