About William Caine
William Caine has more than two decades experience in the financial services industry. He started his career in 2001 with UBS Financial Services in Atlanta, Georgia, and since 2004 has been a Financial Advisor with Morgan Stanley. With the vast resources of Morgan Stanley William works diligently to better understand and meet the needs of clients.
William is a CERTIFIED FINANCIAL PLANNER™, which means he has met the rigorous CFP® certification process that includes demanding education, examination, experience, and ethical requirements. He also earned a Bachelor of Science in Financial Management from the University of Alabama.
Over the years William has served his community as an active member of St. Mary’s-On-the-Highlands Episcopal Church, past board member for the Mountain Brook City Schools Foundation and youth soccer coach. William and his wife Kelley, a real estate agent, have three daughters. In his free time, he enjoys a variety of outdoor activities, especially those including his dogs Winston and Pepper.
Securities Agent: NC, AK, PA, MO, GA, NV, KS, KY, VA, MA, ID, CA, IL, FL, CO, WA, SC, MN, MS, DE, AL, TX, OH, NY, TN, LA, AZ; General Securities Representative; Investment Advisor Representative; Managed Futures