Bill Robbins is a Managing Director and Wealth Advisor in Mesirow Wealth Management. 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.
Bill joined the firm in 1998 and has 25 years of experience in the financial services industry. He is a member of the Wealth Management Committee. This committee is responsible for providing our division with timely insight during periods of regulatory change and for monitoring the best practices available for our clients’ insurance, retirement plan, tax and estate planning needs.
Bill earned a Bachelor of Business Administration in Finance at the University of Iowa. He holds the FINRA Series 7, 63 and 65 licenses. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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