Money Management Institute
Tim Williams is a seasoned financial executive with extensive experience in wealth management and consulting. Currently serving as Executive Vice President and Director of Education Initiatives at Money Management Institute since March 2018, Tim also holds senior consultant positions at Independent Channel Advisors, LLC and Advisors Ahead. Previously, Tim held significant roles at USAA as Vice President and Head of Wealth Management, and at Citi, where Tim was Managing Director of CitiWealth Management, recognized for driving substantial revenue growth in the Wealth Management Division. Tim's career began at PaineWebber, where Tim excelled in various positions from Analyst to Vice President. Tim holds an MBA in Finance from Columbia Business School and has completed a certificate in Leadership and Management from the University of Virginia Darden School of Business.
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Money Management Institute
Established in 1997, the Money Management Institute (MMI) is the industry association representing financial services firms that provide financial advice and investment advisory solutions to investors. Driven by our promise of increasing connections, knowledge, and growth for our members, MMI is dedicated to fostering professional relationships, sharing experiences, and expanding the industry’s influence through advocacy and education. MMI offers premier professional development programs, specialized curriculums, and facilitates peer-to-peer connections through our communities and conferences. As part of MMI’s longstanding commitment to diversity and inclusion, the Gateway Foundation provides clear pathways to entry and career advancement in the financial services industry for historically excluded and underrepresented groups. MMI member firms include wealth manager, asset manager and solutions provider firms of all sizes and professionals representing all functional areas. For more information, visit www.MMInst.org.