Lisa C. Williams, CFP®, M.B.A., J.D.
Lisa Williams holds her Juris Doctor from The John Marshall Law School, Masters of Business Administration with Emphasis in Finance and Specialization in Derivatives from Loyola University, and Bachelor of Science in Finance from Indiana University. Ms. Williams has served others for over 25 years in the financial services and legal profession. Over her career, she has assisted high net worth individuals and families with estate, charitable, tax, business and securities planning. Ms. Williams’ career started in corporate accounting. As an Adjunct Professor at DePaul University in Chicago, she helped design and teach the Certificate in Financial Planning courses, and currently teaches the Estate Planning and General Practice Clinic course for Ave Maria School of Law in Naples.
Ms. Williams has a passion for training, teaching, and mentoring others. She has been blessed with the opportunity to have owned her own business on three separate occasions. Ms. Williams uses her experience to volunteer teach for Junior Achievement at various local schools and serve on the Stewardship Committee of her church. Ms. Williams and her daughter enjoy serving the Lord together on mission trips. As a former Board of Director for the Humane Society Naples, Ms. Williams adopted a 125-pound great dane/lab rescue. Additionally, she supports several Human Care Ministries.