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, 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.

Personal Interests

Away from the office, Deb enjoys spending time with her family, running, and taking long walks with her dogs. Deb is a member of Women Executives in Charlotte and is on the Board for the WINGS Scholarship Program. She is also a member of the Women’s Impact Fund that issues grants to non-profits in the Charlotte area.

Certified 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.