Louise Willmering

Louise Goudy Willmering, CFA, is a Partner and Wealth Advisor at Crewe Advisors, based in Scottsdale, AZ. At Crewe Advisors, she specializes in creating custom investment strategies for high-net-worth clients, leveraging over 30 years of expertise in private wealth management to deliver tailored portfolio solutions and foster strong client relationships.

Her practice emphasizes comprehensive wealth advisory services, with a focus on multi-asset portfolio construction, investment selection, and risk management for individuals and families. Throughout her career, she has developed significant insight into a broad range of asset classes, spanning equities, fixed income, and alternative investments, and is regularly sought out for expert commentary by prominent financial media such as Barron’s and The Wall Street Journal.

Prior to joining Crewe Advisors in 2021, Louise served as Senior Portfolio Manager at BMO Wealth Management – U.S., where she managed client portfolios and advised on investment policy for over two decades. She holds a BS in Finance from the University of Arizona, is a Chartered Financial Analyst (CFA) Charterholder, and is a past president of the CFA Society Phoenix, reflecting her standing and leadership within the investment industry.