John Williams, CFP®, CFS
As a financial advisor and member of North Star’s Medical Division, John Williams specializes in working with physicians, starting as early as Residency/Fellowship. John has developed a proficiency in understanding the conditions unique to the careers of physicians:
“My clients’ time is so valuable. It is imperative that their time is spent doing the things they love with the people they love, rather than tirelessly trying to keep up with the ever changing financial world. I want my clients to feel comfortable relying on my experience and knowledge as a Financial Professional, so that they are able to efficiently pursue their financial goals.”
John strongly values connecting with his clients on a personal level. He strives to work with positive people who are looking to succeed and have a willingness to learn. What sets John apart is his detailed understanding of the financial side of medicine—John helps his clients sift through and personalize financial information to their own unique situation. His strategy is to educate his clients on the options available to them so they understand and are comfortable with their financial outlook.
Splitting his time between Minneapolis and Kansas City, John is a frequent speaker at the Mayo Clinic, University of Kansas, University of Missouri Kansas City, Children’s Mercy Kansas City, University of Nebraska Medical Center, and Creighton University. John is a graduate of Winona State University with degrees in both Accounting and Business Administration. Outside of his busy work schedule, John enjoys taking time to travel, golf, and spend time with his family—wife, Melissa, and dog, Belle.
John is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 3500233 / 03-2021