About William W Gouldin
• Bill began his career as a Financial Consultant with Dean Witter in 1984 and joined a predecessor firm of Morgan Stanley in 1994. He focuses on serving the needs of ultra-high net worth individuals.
• Bill assists his clients in achieving their financial goals through a time-tested process of setting objectives, developing an asset allocation strategy, monitoring accounts, and implementing an ongoing client/consultant review process.
• He completed the distinguished Investment Analyst Program at the University of Pennsylvania’s Wharton School of Business, receiving the designation of Certified Investment Management Analyst (CIMA) in 2002.
• Member of Morgan Stanley’s prestigious Chairman’s Club, every year since 2009, an elite group composed of the firm’s top Financial Advisors.
• Bill is a member of the Investment Management Consultants Association (IMCA).
• Bill has a BBA in Finance from Texas A&M University. He has the Series 7, 63, 65, and 31 and is insurance licensed.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
CRC 5772137 12/2024
Securities Agent: CA, AR, DE, CO, WA, OR, NJ, NC, ME, MD, LA, WY, PA, NV, HI, AL, TX, VA, TN, IL, FL, AZ, GA, SC, RI, OK, MA, KY, CT, OH, KS, NY, MS, MI; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279389
AR Insurance License #: https://www.linkedin.com/in/william-gouldin-1119791b6/