About William A Michaelsen
William, “Bill”, graduated from McDaniel College with a degree in Finance and Economics. He began his career in finance at Legg Mason in 1993 in Baltimore, in 1995 he made the move to PaineWebber (now UBS) in Manhattan, and worked there until 2000. In May of 2000, he moved to Menlo Park, CA and joined Smith Barney, which is now Morgan Stanley. Bill thoroughly enjoys being a financial advisor for a variety of reasons, however, the most important one to him is being able to help families and clients work through complex executive and family situations. His goal is to make the idea of finance “more efficient for clients”. This is done through Bill’s incredible dedication to all his clients and the maintaining integrity throughout every facet of the business.
Bill has dedicated his entire career to helping others achieve their goals, especially those clients with more sophisticated needs involving executive compensation, stock plans, liquidity events, and families with an international presence. He offers a unique combination of knowledge, experience, and specialized skills in order help his clients have peace of mind when it comes to their finances. The bond between the client and the advisor is what Bill values the most.
Outside of work Bill enjoys spending time outside, his favorite activities are skiing, boating, and other associated active sports. Bill has 4 daughters and loves to spend time at their sporting events, whether it be Field Hockey, Swim, or Water Polo.
Securities Agent: TN, VA, UT, PA, TX, WA, MI, MN, IN, IL, OH, MD, OR, SD, LA, NJ, SC, CA, ID, AR, MA, NY, CT, GA, FL, CO, HI, DE, AZ, NV, NH, MT, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 1288051