Merek Williams

Background

About Merek Williams

I am an Associate Private Wealth Advisor at Prescient Financial Solutions, a Northwestern Mutual Private Client Group. We specialize in efficient investment and tax planning strategies for executives and business owners as well as young families and established individuals. We develop distribution strategies for our retired clients taking into consideration not only their taxable income, but also their modified adjusted gross income for IRMAA and their provisional income for Social Security taxation. My responsibilities include preparing internal meeting materials, coordinating with the investment and insurance teams for reports and illustrations, and building financial plans tailored to each client and their financial goals. Utilizing Northwestern Mutual's proprietary financial planning software, we are able to show our clients their financial future and recommend any changes they should consider to make that even stronger. In the financial planning industry, continuing education is crucial as our political and legislative landscapes are always changing. Currently, I am taking courses to complete my Certified Financial Planner (CFP) designation and hoping to take the July or November 2025 CFP exam. Doing so allows me to demonstrate my financial planning knowledge and gain a deeper understanding of how I can best serve clients. After completing my CFP, I will look to complete other designations such as the Charter Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Accredited Estate Planner (AEP) designations to name a few.