Mequon Branch Office

As a Financial Advisor with Morgan Stanley since 2009, Bill concentrates on the financial needs of high-net-worth individuals by helping them develop strategies to manage their personal wealth. With over 30 years of experience, he promotes a long-term approach to investing and emphasizes financial planning to help clients determine their financial needs and risk tolerance.

Bill has built his career on three principles: putting clients’ interests first, providing exceptional personal service and taking an integrated approach to comprehensive wealth management.

Bill has been a Financial Advisor for 30 years, joining Morgan Stanley in 2009 in the Morgan Stanley office in Mequon, WI.

He graduated from University of Wisconsin – Milwaukee with degree in Business and Economics. Bill is a Certified Financial Planner™ professional, a designation awarded by the certified Financial Planner Board of Standards, Inc.

He resides in Grafton, Wisconsin and is active in the community.

CC Tisol joined Morgan Stanley in March 2025. With a strong background in customer service, CC plays a pivotal role in client onboarding, money movement, customer service, and day to day tasks.

Prior to joining Morgan Stanley, CC gained valuable experience at a local estate planning law firm, where she assisted with onboarding clients, estate planning signings, answering and directing phone calls and various other administrative duties. Throughout college, CC interned with various professional sports teams in their entertainment and marketing departments where she learned to think under pressure and thrive in a fast-paced environment.

CC holds a Bachelor of Arts in in Psychology and Sports Management from Marquette University. She is committed to continuous learning and professional development, having completed the SIE exam and currently working on completing the Series 7 and Series 66.

CC is actively involved in volunteer efforts where she volunteers as a Ski Patroller at a local ski hill in Slinger, WI. She is passionate about combining her love for skiing, helping people, and expanding her knowledge as a first responder. She also enjoyed spending time and helping at the Lakeshore Humane Society.

Outside of work, CC enjoys traveling, golfing, spending time with friends and family, reading, and being on the ski hill or out on the lake whenever she can.

Kirk joined Morgan Stanley in 2006 as a Financial Advisor. Starting as an advisor just prior to the 2008 financial crisis keeps him grounded when making investment decisions, knowing full well the power and speed at which the market can move. In 2009 he earned his Certified Financial Planner Practitioner designation; one of the highest in the planning community giving him a depth and breadth of knowledge in all financial aspects of an individual’s life. From investments to insurance, estate planning strategies to tax planning strategies, Kirk and his team focus on comprehensive financial planning strategies to help craft the best possible outcome in reaching client goals. After completing his CFP, he went back to school and earned a master's degree in Applied Economics from Marquette University, where he wrote his thesis on the European Debt Crisis that plagued Greece from 2011-12.

Kirk focuses his time working with individual business owners and their family wealth, with a focus on small service-based businesses such as Dental Offices. Another area of focus is on income planning for individual retiree's as they navigate through retirement.

In his off-time Kirk enjoys following and playing soccer, the love that brought him to Milwaukee (he was the starting goalkeeper for UW-Milwaukee during his time there).

Raluca is a Wealth Management Associate with over 25 years of experience in the financial industry in Milwaukee. Prior to this role, she spent 6 years as an Institutional Consulting Associate with Graystone Consulting of Morgan Stanley and about 20 years in trading, private investments operations, enterprise compliance and risk analyst roles. She holds a BA in Economics with a minor in Mathematics, and an MBA from the University of Wisconsin-Milwaukee. She is Series 7 and 66 FINRA licensed.

Raluca focuses on building relationships with existing and future clients while being the main contact for the ongoing operational and analytical efforts of the team.

Born in Bucharest, Romania, Raluca found her home in Whitefish Bay with her husband Octavian and son Mario. She loves to travel, enjoys attending plays, shows, concerts, sporting events and spending time with family and friends.

Daryl is a Senior Vice President, and a Senior Portfolio Manager. Using a comprehensive approach to asset management, Daryl has succeeded in assisting families and individuals in the development and achievement of their long-term financial goals for over 38 years in the financial services industry, 22 with Morgan Stanley.

Working one-on-one with clients to create wealth management strategies, Daryl strives to help clients reach their financial goals as simply and efficiently as possible.

A Milwaukee Native, he and his wife, Minda, are proud parents of Zoe and Isabel. In his free time, Daryl enjoys cooking, gardening, and golfing.

Jackie has over 26 years of financial services experience, with 21 of them here at Morgan Stanley. She has held various positions within operations & advisor support. Her vast experience has given Jackie an expansive view on the needs and expectations of both the clients and advisors she works with.

Jackie sets high standards and expectations to meet each client’s needs by helping in a timely, friendly, and proactive manner. She has a true love for helping others and is focused on providing excellent customer service.

Jackie lives in Cedarburg with her loving husband, Jim and two children Evelyn & Hunter. She enjoys traveling with her family and has a goal to visit all 50 states. When not traveling she enjoys chauffeuring her kids around, gardening and home improvements.