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

Michael Williams

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.