William Griffioen in

William Griffioen

Login to view DISC.
Principal & Founder at Elite Focus Private Wealth, LLC
📍 Chicago, Illinois, United States

Bill Griffioen is the Principal and Founder of Elite Focus Private Wealth, where he specializes in creating wealth management solutions for high-net-worth clients. He holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) designations, complemented by an MBA from DePaul University.

He maintains a connection to his alma maters, Calvin College and DePaul University, where he earned his B. A. and M. B. A. , respectively. This academic background forms the foundation of his extensive career in wealth management, which has included roles at Wells Fargo Advisors and Merrill Lynch.

Bill is one of a select group of financial professionals to hold the dual certifications of CFP® and CTFA, giving him specialized expertise in trust and estate advisory.

Read the full overview →
Experience
28 Years
Current Role
Principal & Founder
Job Level
Leadership
Location
Chicago, Illinois, United States
Personality Overview

How William shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics William cares about

High-Net-Worth Wealth Management
As the founder of his firm, he is exclusively focused on providing wealth management solutions for elite high-net-worth individuals, families, and institutional clients.
Fiduciary & Trust Services
His Certified Trust and Fiduciary Advisor (CTFA) designation indicates a deep expertise and focus on trust management and fiduciary responsibilities for his clients.
+4 more topics Login to view topics
Career

Work history

1-2015
Principal & Founder
Elite Focus Private Wealth, LLC
7-2012 - 1-2015
Financial Advisor
Wells Fargo Advisors
6-2010 - 7-2012
Financial Advisor
Merrill Lynch Wealth Management
10-2009 - 7-2010
Vice President - Investments
Chicago Investment Group, LLC
4-2008 - 9-2009
Financial Advisor
UBS Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2000 - 2002
Master of Business Administration (M.B.A.)
DePaul University, Kellstadt Graduate School of Business, Chicago, IL
1989 - 1993
Bachelor of Arts (B.A.)
Calvin College, Grand Rapids, MI
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to William. Free, 10 seconds.