Who We Are

Angela Williams CFP®

Wealth Management Advisor

Angela graduated from Loyola University Chicago in 1992 with a degree in Biology. She began her financial career in 2006 working with managed futures at Robbins Trading Company. She then became an Investment Consultant with TD Ameritrade, helping clients improve their overall financial plans. Angela was with PNC bank as a Financial Specialist working with banking and investments before joining Wealthquest.

Angela completed the certificate program in financial planning at DePaul University and earned the right to use the Certified Financial Planner® (CFP®) mark in 2014.

Angela lives in Oak Park, Illinois. She enjoys spending time with her family, reading, and attending live performances in the Chicago area.

Volunteering at Soup Kitchens, Supporing Food Banks



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000