William Griffioen in

William Griffioen

Enthusiast · DISC type i
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.

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Experience
28 Years
Current Role
Principal & Founder
Job Level
Leadership
Location
Chicago, Illinois, United States
Personality Overview

How William shows up

Amiable & Agreeable
Optimistic
Consensus Focused

They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

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.
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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

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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)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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