Micah Williams

Micah Williams, CFP®

Wealth Advisor

Growing up in Florida and moving to Massachusetts at the age of 15, Micah enrolled at Lawrence Academy pursuing excellence both in the classroom and on the ice. He later earned a scholarship to play hockey at Bentley University, where he balanced the demands of collegiate athletics and the curriculum to earn a BS in Economics & Finance.

Leveraging his strong business foundation and drive for excellence, Micah began his financial planning career with RBC Wealth Management in Rapid City, S.D. as a Senior Business Associate. There he developed and presented financial plans for clients, eventually earning his Certified Financial Planner (CFP®) certification in 2016. While the role was a great fit, Micah’s ties to Massachusetts were strong, and we’re thrilled that he has found his way back east.

Today, Micah works with Chuck and Paul’s teams to assure that client needs are captured and addressed throughout the execution of Heritage’s holistic approach to serving clients. His role as wealth advisor places him in an ideal position to use his skills to assure that all clients receive the attention they deserve. If you work with Chuck or Paul, you’re sure to meet Micah, and learn how his thoughtful execution to client requests and inquiries is a great addition to the firm.

Micah and his wife Courtney spend much of their free time enjoying their daughter, Rosie. They also enjoy traveling, exploring new restaurants within the Boston area, cooking together and spending time with family and friends.

 

HERITAGE RECOGNIZED BY CHARLES SCHWAB WITH 2017 BEST-IN-BUSINESS IMPACT AWARDTM >