Bill Robbins
Corporate Officer/Principal bij Mesirow Financial Investment Management, Inc.
Profiel
Mr. William A.
Robbins, II, is a Senior Vice President at Mesirow Financial Investment Management, Inc. He specializes in comprehensive financial planning for individuals and families, with a primary focus on asset accumulation, college planning, and/or retirement planning.
He also provides retirement plan solutions for small business owners.
Mr. Robbins is responsible for monitoring developments in regulatory change and understanding the alternatives available for his clients’ insurance, retirement plan, tax and estate planning needs.
He shares this expertise with his team and other wealth advisors in the division.
He joined the firm in 1998 and has over 20 years of experience in the financial services industry.
He has recently been appointed as Chair for the Mesirow Wealth Advisors Wealth Management Committee.
Mr. Robbins serves as Secretary of the Board of Directors for the Lincolnshire Sports Association, which is Lincolnshire’s youth travel and recreational sports program.
He earned a BBA in Finance at the University of Iowa.
He holds the FINRA Series 7, 63 and 65 licenses and is a CERTIFIED FINANCIAL PLANNER™ professional.
Actieve functies van Bill Robbins
| Bedrijven | Functie | Begin |
|---|---|---|
Mesirow Financial Investment Management, Inc.
 Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Corporate Officer/Principal | 01-02-1998 |
Opleiding van Bill Robbins
| University of Iowa | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Mesirow Financial Investment Management, Inc.
Mesirow Financial Investment Management, Inc. Investment ManagersFinance Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations. | Finance |
