Michael Williams | Financial Advisor | Medford, OR | U.S. Bancorp Wealth Management

Michael Williams

Wealth Management Advisor
U.S. Bancorp Investments
CFP professional®

541.776.2687

Primary Office
131 East Main Street
Medford, OR 97501
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About Me

It is my pleasure to serve the financial needs of people in the Medford area. I started in the financial industry in 1986 and became a Wealth Management Advisor in 1991. I hold a Bachelor of Science degree in finance from San Francisco State University in San Francisco, California. California Insurance License # 0A38781.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time involved in my church's youth program. In my free time, I enjoy professional photography, woodworking and playing guitar.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.