William S. Reardon
Senior Vice President, Wealth Management,
Financial Advisor,
Alternative Investments Director,
Portfolio Management Director
Direct:
(505) 889-2875(505) 889-2875
My Mission Statement
The blueprint for success has never changed: remain disciplined, remain consistent. In an industry where information is anything but scarce, investors need a reliable team to anticipate conditions, cut through the noise and provide tailored, long-term solutions to help them stay the course. The Compass Rose Group is a local team backed by Morgan Stanley’s world-class resources, managing more than $1.3 billion in client assets as of June 2022. With over 200 years of combined industry experience, our team is positioned to help clients achieve success across five practice areas:
• Long-term Financial Planning
• In-house Discretionary Portfolio Management
• Tax Mitigation Strategies
• Alternative Investments & Accessing the Private Markets
• Corporate Retirement Planning
• Long-term Financial Planning
• In-house Discretionary Portfolio Management
• Tax Mitigation Strategies
• Alternative Investments & Accessing the Private Markets
• Corporate Retirement Planning
My Story and Services
Will Reardon is an Vice President, Alternative Investments Director and Financial Advisor with The Compass Rose Group at Morgan Stanley, leading the Alternative Investments & Accessing the Private Markets practice group and spending considerable time in the team’s Long-Term Financial Planning area.
Prior to joining Morgan Stanley, Will was an attorney in Washington, D.C. advising clients on policy, regulatory and legislative matters relating to financial services, tax, trade, technology and energy and assisting clients facing complex challenges involving Congressional investigations and inquiries. Prior to his time at a large law firm, Will worked in the National Collegiate Athletic Association (NCAA) office of government relations on various policy issues affecting intercollegiate athletics. While in the nation’s capital, Will also served as adjunct faculty at Georgetown University’s School of Continuing Studies, lecturing on intercollegiate athletics administration, digital media and marketing.
An Albuquerque, New Mexico native, Will is a graduate of St. Pius X High School. He went on to earn his undergraduate degree from the University of Arizona and law degree from Georgetown University. Although non-practicing in his role at Morgan Stanley, Will remains an active member of the New Mexico Bar Association where he has been a member since 2017. When away from the office, Will can be found spending time with his wife, Rachael, and their three children.
Prior to joining Morgan Stanley, Will was an attorney in Washington, D.C. advising clients on policy, regulatory and legislative matters relating to financial services, tax, trade, technology and energy and assisting clients facing complex challenges involving Congressional investigations and inquiries. Prior to his time at a large law firm, Will worked in the National Collegiate Athletic Association (NCAA) office of government relations on various policy issues affecting intercollegiate athletics. While in the nation’s capital, Will also served as adjunct faculty at Georgetown University’s School of Continuing Studies, lecturing on intercollegiate athletics administration, digital media and marketing.
An Albuquerque, New Mexico native, Will is a graduate of St. Pius X High School. He went on to earn his undergraduate degree from the University of Arizona and law degree from Georgetown University. Although non-practicing in his role at Morgan Stanley, Will remains an active member of the New Mexico Bar Association where he has been a member since 2017. When away from the office, Will can be found spending time with his wife, Rachael, and their three children.
Securities Agent: MS, GA, OH, CT, TN, NV, NM, NE, MT, IL, DC, HI, VT, VI, SC, MI, MA, WY, MD, TX, OR, IN, IA, CO, AZ, AR, AL, KY, WI, OK, UT, NY, MN, ID, CA, WA, VA, SD, PA, NJ, NC, MO, KS, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1930338
NMLS#: 1930338
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
6565 Americas Pkwy NE
Ste 400
Albuquerque, NM 87110
US
Direct:
(505) 889-2875(505) 889-2875
Wealth Management
Global Investment Office
Portfolio Insights
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact William S. Reardon today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
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 appropriate 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”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
