Tesa
Williamson

Doyenne Wealth Advisors

CRD#4696209
Investment Advisor
in Chicago, IL

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About this Advisor

Tesa Williamson is a financial advisor based in Chicago, Illinois, working with Doyenne Wealth Advisors. Tesa has previously held positions at Target, Doyenne Wealth Advisors LLC, Williamson House, and Brownson Rehmus Foxworth. Tesa has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Illinois and Ohio. Currently, Tesa is part of Doyenne Wealth Advisors, which operates out of Chicago, Illinois. The firm has 1 office and 17 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Doyenne Wealth Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

227 W Monroe Street Suite 4650
Chicago, IL 60606

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Doyenne Wealth Advisors Brokerage Details

Total Assets Under Management

$1,705,745,634

IL Average: $6,674,516,078
Total Number of Employees

17

IL Average: 44
Total Number of Accounts

764

IL Average: 2,564
Average Account Size

$2,232,651

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tesa Williamson Work History

2022 - Present (2 years)

Doyenne Wealth Advisors LLC

2021 - 2021 (< 1 year)

Brownson Rehmus Foxworth

2017 - 2018 (1 year)

Target

2012 - 2021 (9 years)

Williamson House

Disclosures

Please visit the SEC profile of Tesa Williamson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Doyenne Wealth Advisors

Laura Stern
Chicago, IL
Kelsey Spresser
Chicago, IL
Anne Petty
Chicago, IL
Maureen Miller
Chicago, IL
Jacob Beck
Chicago, IL
Paulina Cylwik
Chicago, IL
Tesa Williamson
Chicago, IL
Alyssa Schuster
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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