Bill Robbins

Corporate Officer/Principal chez Mesirow Financial Investment Management, Inc.

Profil

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.

Postes actifs de Bill Robbins

Sociétés	Poste	Début
Mesirow Financial Investment Management, Inc.	Corporate Officer/Principal	01/02/1998

Formation de Bill Robbins

University of Iowa

Undergraduate Degree