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Chicago, IL South Wacker Drive Office

Team
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Willis Towers Watson Securities, LLC logo

Willis Towers Watson Securities, LLC

Team

Firm-wide stats for Willis Towers Watson Securities, LLC

Total advisors

7

Across 3 offices

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Willis Towers Watson Securities, LLC (WTWS) provides retirement-focused investment advisory services to individuals and high‑net‑worth clients through its Via Retirement platform, which combines a web‑based financial planning and asset allocation Tool with discretionary model portfolios and access to investment adviser representatives. The Platform’s Tool is available at no charge and is used to analyze rollover options, model personalized asset allocations, and, for clients who sign an investment advisory agreement, implement those allocations on a discretionary basis.

WTWS’ investment approach centers on diversified model portfolios of open‑end mutual funds and asset‑allocation modeling driven by a Monte Carlo simulation and client inputs; Towers Watson Investment Services, Inc. (TWIS), an affiliated sub‑adviser, provides fund research and recommendations subject to WTWS oversight. Where a model allocation includes fixed annuities, WTWS refers clients to its insurance affiliate, Towers Watson Retiree Insurance Services, Inc. (TWRIS), for specific annuity recommendations and purchases, and WTWS does not include annuity purchases in its discretionary advisory monitoring.

WTWS is notable among firms with no active SEC‑registered advisors for maintaining dual registrations and affiliated activities: it is registered both as an SEC investment adviser and as a FINRA member broker‑dealer, has affiliated insurance brokerage activity through TWRIS, and operates with related‑adviser and pension‑consulting ties within the Willis Towers Watson organization. The firm currently reports no assets under management and does not act as a private fund adviser, and its broker‑dealer activities and referrals are conducted in a business separate from its advisory services.

Based on Willis Towers Watson Securities, LLC

Expertise

Retirement income strategy Annuities Roth conversion strategy General retirement planning

Based on Willis Towers Watson Securities, LLC

Location

233 South Wacker Drive, Suite 1800

Chicago IL 60606

Advisors at this office

4

Advisors at this office

user avatar

William H

CFA®

Chicago, IL

Willis Towers Watson Securities, LLC

William Henry is a CFA® charterholder affiliated with Willis Towers Watson Securities, LLC. He has been with Willis Towers Watson entities since 2010 and has one year of experience at his current firm in Chicago, IL. He is also associated with Towers Watson Retiree Insurance Services, Inc. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services primarily through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and access to investment adviser representatives. The firm’s approach emphasizes diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers and insurance brokerage activities within the broader Willis Towers Watson organization.

Retirement income strategy Annuities Roth conversion strategy General retirement planning
user avatar

Ryan W

Series 66

Chicago, IL

Willis Towers Watson Securities, LLC

Ryan Watson is a financial advisor with Willis Towers Watson Securities, LLC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fisher Investments, MissionSquare Investment Services, and First Command. Watson served in the U.S. Air Force from 2017 to 2019 and attended the United States Air Force Academy. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers web-based financial planning, discretionary model portfolios, and asset allocation tools. The firm uses diversified model portfolios and asset-allocation modeling guided by Monte Carlo simulations and client inputs, supported by affiliated sub-advisers and insurance brokerage services.

Retirement income strategy Annuities Roth conversion strategy General retirement planning
user avatar

Douglas L

CFP®, Series 66

Chicago, IL

Willis Towers Watson Securities, LLC

Douglas Levasseur is a CFP® with 12 years of experience in the financial industry. He is currently with Willis Towers Watson Securities, LLC and previously worked at LPL Financial, BMO Financial Group, Northwestern Mutual Investment Services, and R P Sarnecki. His background includes roles at both advisory and financial services firms. Willis Towers Watson Securities, LLC provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which combines web-based financial planning and discretionary model portfolios. The firm’s investment approach emphasizes diversified portfolios and asset allocation modeling supported by affiliated sub-adviser research.

Retirement income strategy Annuities Roth conversion strategy General retirement planning
user avatar

Jennifer B

Series 66

Chicago, IL

Willis Towers Watson Securities, LLC

Jennifer Bures is a financial advisor at Willis Towers Watson Securities, LLC with 19 years of industry experience. She holds a Series 66 designation and has held roles at multiple firms including BMO Harris Financial Advisors and Alera Group, where she also serves as Chief Operating Officer. Willis Towers Watson Securities provides retirement-focused investment advisory services to individuals and high-net-worth clients through its Via Retirement platform, which offers financial planning tools and discretionary model portfolios. The firm’s investment approach centers on diversified model portfolios and asset-allocation modeling supported by affiliated sub-advisers.

Retirement income strategy Annuities Roth conversion strategy General retirement planning
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