William N. Galbally
Senior Vice President,
Private Wealth Advisor,
Global Sports and Entertainment Director
Direct:
(215) 963-3917(215) 963-3917
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
William joined The Mitchell Group in 2025, where he helps to address the complex needs of financial professionals, family offices, business owners, athletes and entertainers. Prior to joining Morgan Stanley, William spent over a decade with J.P. Morgan's Private Bank where he was an Executive Director on the Financial Institutions Group. He will be working out of Morgan Stanley's Private Wealth Management offices in Philadelphia and New York City.
William works with his team at Morgan Stanley to develop investment recommendations and holistic wealth plans that can align with client objectives. He has comprehensive experience working in tandem with other professional advisors to help ensure continuity and effectiveness for his client relationships. In addition to working with other professionals to provide tailored banking and investment advice, William helps clients optimize both sides of their balance sheets, while seeking to capitalize on tax-efficient planning strategies and aid in the preservation of long-term generational wealth. William's strong personal and professional networks have allowed him to develop meaningful relationships nationwide, and he plans to continue expanding his practice throughout the Northeast, South Florida and Southern California.
William graduated from Fordham University's Gabelli School of Business in 2015 with a degree in Finance and a concentration in Alternative Investments. He remains involved with the university as an alumni board member of The Alternative Investments Club (AIC). When not working, William enjoys reading financial literature, long distance runs and hikes, golfing, skiing, and traveling the world.
William works with his team at Morgan Stanley to develop investment recommendations and holistic wealth plans that can align with client objectives. He has comprehensive experience working in tandem with other professional advisors to help ensure continuity and effectiveness for his client relationships. In addition to working with other professionals to provide tailored banking and investment advice, William helps clients optimize both sides of their balance sheets, while seeking to capitalize on tax-efficient planning strategies and aid in the preservation of long-term generational wealth. William's strong personal and professional networks have allowed him to develop meaningful relationships nationwide, and he plans to continue expanding his practice throughout the Northeast, South Florida and Southern California.
William graduated from Fordham University's Gabelli School of Business in 2015 with a degree in Finance and a concentration in Alternative Investments. He remains involved with the university as an alumni board member of The Alternative Investments Club (AIC). When not working, William enjoys reading financial literature, long distance runs and hikes, golfing, skiing, and traveling the world.
Securities Agent: AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, PR, VI; General Securities Representative; Investment Advisor Representative
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
WHO I WORK WITH
I work with a diverse group of clients all sharing a common goal & objective: managing personal wealth with clarity, purpose, and confidence. My practice serves financial professionals & institutions, entertainers, athletes, and business owners – all having unique needs, ambitions, and complexities. Whether it’s planning for a life-changing liquidity event, managing complex income streams, or building long-term financial plans, I provide tailored advice and strategies that are designed to help clients focus on what matters most. I strategically work with other professional advisors to help complement their existing investment insight through balance sheet optimization and complex planning techniques. For athletes & entertainers, I have comprehensive experience working with management teams, agents, and other key professional advisors to provide holistic financial advice regarding wealth preservation and long-term stability. I seek to provide consistent value to business owners in 3 key areas: growth, succession planning, and personal wealth integration and asset allocation. Institutional clients benefit from the firms transactional and custodial capabilities, as well as access to liquidity in times of need. I proudly serve a vast array of clients nationwide, with an existing footprint in New York City, Philadelphia, and Los Angeles, always offering a high level of accessibility and service no matter where life or business takes me. Across all relationships, I prioritize discretion, responsiveness, and a commitment to helping clients achieve long-term success.
INVESTOR RESOURCES
I aim to simplify complex financial concepts so clients can make informed decisions and feel empowered about their financial future. The resources below provide timely insights and expert perspectives on the trends shaping today's markets and tomorrow's opportunities.
GIC Weekly Report
Each week, Lisa Shalett and the Global Investment Committee provide an in-depth look at market movements, asset classes, and key themes driving global investing.
On the Markets Report
This report delivers expert commentary from Morgan Stanley thought leaders on equities, fixed income, monetary policy, and more – helping you stay ahead of what's next.
Thoughts on the Market Podcast
Join Mike Wilson and other Morgan Stanley strategists as they unpack current market dynamics and share actionable viewpoints on the forces influencing today's financial landscape.
2025 Tax Tables
Understand how evolving tax policies may impact your financial strategy. The 2025 Tax Tables provide key updates to help you plan effectively and stay aligned with your goals.
OUR SUITE OF DIGITAL TOOLS
Digital technology continues to transform how we live, work, and manage our daily lives. My integrated suite of digital tools is built to streamline, simplify, and elevate every aspect of your financial world. Below are a few of the innovative solutions I offer to help keep you informed, connected, and in control.
Morgan Stanley Online
Easily and securely manage your investments and daily finances in one place with Morgan Stanley Online.
Total Wealth View
Gain a complete picture of your financial life by linking your Morgan Stanley and external accounts. This integrated view supports more strategic planning and personalized guidance.
Portfolio Risk Platform
Utilizing advanced institutional-grade analytics, the Portfolio Risk Platform evaluates thousands of risk factors using a holdings-based approach. It helps assess portfolio exposures, understand security behavior, and forecast potential performance.
Digital Vault
Securely store and share essential documents – such as statements, tax filings, and authorizations – with your Financial Advisor through Digital Vault's encrypted platform.
Location
100 Front St
Ste 600
West Conshohocken, PA 19428
US
Direct:
(215) 963-3917(215) 963-3917
Wealth Management
Global Investment Office
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Insights and Outcomes
Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
Private Wealth Management Podcast
Bringing you engaging stories and key insights surrounding the complexities associated with significant wealth, including:
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
LISTEN | Passion Assets: Investing in Art
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Ready to start a conversation? Contact William N. Galbally today.
1Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
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 and other legal matters.
4Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tailored Lending is a loan/line of credit product offered by Morgan Stanley Private Bank, National Association, an affiliate of Morgan Stanley Smith Barney LLC. A Tailored Lending credit facility may be a committed or demand loan/line of credit. All Tailored Lending loans/lines of credit are subject to the underwriting standards and independent approval of Morgan Stanley Private Bank, National Association. Tailored Lending loans/lines of credit may not be available in all locations. Rates, terms, and programs are subject to change without notice. Other restrictions may apply. The information contained herein should not be construed as a commitment to lend. Morgan Stanley Private Bank, National Association is a Member FDIC that is primarily regulated by the Office of the Comptroller of the Currency. The proceeds from a Tailored Lending loan/line of credit (including draws and other advances) may not be used to purchase, trade, or carry margin stock; repay margin debt that was used to purchase, trade, or carry margin stock; and cannot be deposited into a Morgan Stanley Smith Barney LLC or other brokerage account.
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 and other legal matters.
4Asset Allocation does not assure a profit or protect against loss in declining financial markets.
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
CRC 6491812 (04/2024)
