Welcome

Our mission is to establish long-lasting client relationships that are built upon shared values. We are dedicated to high net worth individuals, their families and foundations. We will seek to assist them on their journey to achieving their lifelong financial goals by providing custom counsel and exceptional service. In order for us to provide our clients with personal counsel and service, we adhere to these principles: • Valued advice is derived from understanding our clients’ personal goals. • Our clients’ best interest is our top priority. • The quality of service we provide reflects the dedication to our clients’ needs. • A time-tested, repeatable process is critical when seeking to achieve enhanced performance for our clients’ portfolio. • Commitment to providing our clients with accurate performance reporting on a timely basis.
Services Include
  • Wealth Consulting
  • Wealth Management1
  • 401(k) Rollovers
  • Alternative Investments2
  • Endowments and Foundations3
  • Estate Planning Strategies4
  • Professional Portfolio Management5
  • Retirement Planning6
  • 529 Plans7
  • Asset Management8
  • Business Planning9
  • Business Succession Planning10
  • Financial Planning11
  • Trust Accounts12
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

Our wealth management team serves wealthy families, businesses, foundations and endowments. We create and implement customized strategies designed to enhance our clients’ net worth while at the same time reducing the natural anxiety and confusion financial planning and investing can so often cause.

It is important that our clients are comfortable with our process; therefore, we are committed to frequent and valuable communication which sets clear expectations and gives clients confidence that their financial strategy is being executed as expected. It is through these candid conversations that we believe effective financial planning is achieved.

To better serve our clients, The Gouldin Team is comprised of two Financial Advisors, two Consulting Group Analysts and a Group Administrator. A larger team affords us the resources necessary to review client accounts on a timely basis, to understand what is driving portfolio performance, and to determine if changes are necessary. It is one of the many ways that we are committed to our clients and to helping them achieve their financial goals.

Additionally, Bill Gouldin is a Private Wealth Advisor within the Private Wealth Management (PWM) Division of Morgan Stanley, which is dedicated to the ultra-high net worth client. PWM provides our team access to family office services such as tax, trust and estate strategies, concentrated and illiquid position analysis and tactical asset allocation. Additionally, PWM also provides us with access to in-house tax attorneys who can assist with the complicated issues that often arise for the ultra-high net worth family.

Our team draws upon the confidence that comes from a repeatable, long-term process, which enables us to focus on the appropriate long-term path. Being approachable, tactical and experienced is what sets The Gouldin Team apart.

    Awards

    • Barron’s: “America’s Top 1200 Financial Advisors” – 2014, 2015, 2016, 2017
    • Barron’s: “America’s Top 1000 Financial Advisors” – 2009, 2010, 2011, 2012, 2013
    • The Financial Times: "Top 400 Financial Advisors" - 2014
    • Registered Rep: “America’s Top 100 Wirehouse Advisors” – 2011
    • Texas Monthly: “Five Star Professional” – 2013, 2014, 2015

    Working With You

    With over 150 years of combined experience, our wealth management team serves wealthy families, businesses, foundations and endowments. We create and implement customized strategies designed to enhance our clients’ net worth while at the same time reducing the natural anxiety and confusion financial planning and investing can so often cause.

    It is important that our clients are comfortable with our process; therefore, we are committed to frequent and valuable communication which sets clear expectations and gives clients confidence that their financial strategy is being executed as expected. It is through these candid conversations that we believe effective financial planning is achieved.

    To better serve our clients, The Gouldin Team is comprised of three Financial Advisors, two Consulting Group Analysts and a Group Administrator. A larger team affords us the resources necessary to review client accounts on a timely basis, to understand what is driving portfolio performance, and to determine if changes are necessary. It is one of the many ways that we are committed to our clients and to helping them achieve their financial goals.

    Additionally, Bill Gouldin is a Private Wealth Advisor within the Private Wealth Management (PWM) Division of Morgan Stanley, which is dedicated to the ultra-high net worth client. PWM provides our team access to family office services such as tax, trust and estate strategies, concentrated and illiquid position analysis and tactical asset allocation. Additionally, PWM also provides us with access to in-house tax attorneys who can assist with the complicated issues that often arise for the ultra-high net worth family.

    Our team draws upon the confidence that comes from a repeatable, long-term process, which enables us to focus on the appropriate long-term path. Being approachable, tactical and experienced is what sets The Gouldin Team apart.

      Location

      2800 Post Oak Blvd
      18th Fl
      Houston, TX 77056
      US
      Direct:
      (713) 965-5087(713) 965-5087

      Meet The Gouldin Team

      Photo of William W Gouldin

      William W Gouldin, CIMA®

      Managing Director, Wealth Management, Financial Advisor, Senior Portfolio Management Director

      Phone:
      (713) 965-5087(713) 965-5087

      About Me

      Professional Details

      Private Wealth Advisor within the Private Wealth Management (PWM) Division of Morgan Stanley
      Certified Investment Management Analyst since 2002
      Financial Services Industry since 1984
      BBA - Finance, 1982, Texas A&M
      Series 7, 63, 65, 31 & Insurance Licensed
      Memberships: Texas A & M Foundation Professional Advisory Council, APIC (Assoc. of Professional Investment Consultants), IMCA (Investment Management Consultants Assoc.)
      Second Baptist Church Deacon
      Enjoys hunting, fishing and spending time with family and friends
      Securities Agent: TX, WA, VA, TN, SC, PA, OK, OH, NY, NV, NJ, NC, MO, MI, ME, MD, MA, LA, KY, KS, IL, GA, FL, DE, CT, CO, CA, AZ, AR, AL; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1279389

      About Me

      Professional Details

      Financial Planning Specialist
      Financial Services Industry since 1980
      BS – Economics, University of North Carolina at Wilmington
      Series 7, 63, 65, 3, 5 & Insurance Licensed
      25 Year Loyal Service Award
      Enjoys golfing and traveling
      Securities Agent: TX, WI, WA, VT, TN, SC, OK, NY, NV, NC, MS, MO, MD, MA, LA, GA, FL, DC, CO, CA, AR, AL; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1265333

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      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      9Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      10Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      11Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      12Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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