William (Bill) Creekbaum, CFP®, CIMA®, CRPS® is a Corporate Retirement Director and Financial Wellness Director with Morgan Stanley for 30 years all in the Northern Nevada Area. He has been a Masters Club Member from 2010-2025 and was named on Forbes Best in State Wealth Advisors 2022.
Prior to Morgan Stanley, Bill served eight years as a Captain in the U.S. Marine Corps., serving in several countries making use of his skills in long-range strategic planning, human relations, management, and operations. Bill received the Navy Achievement Medal, and a top-secret clearance while serving as an aide to a Major General. Bill graduated from the University of Southern California and received his Master of Business Administration (Finance) degree from the University of Nevada, Reno. Bill received his Certified Investment Management Analyst from The Wharton School of Business at the University of Pennsylvania.
Bill is originally from Virginia and has resided in Reno, Nevada for 30 years with his wife Laurie and their three daughters, Delaney, Katie, & Madelyn. Bill enjoys reading, running, and skiing and most importantly spending time with family. Bill has run in over 28 marathons and is an Abbott World Marathon Majors Six Star Medalists. Bill has run in the Boston Marathon (7 times), NYC Marathon (2 times), Chicago Marathon, London Marathon, Berlin Marathon, Tokyo Marathon, LA Marathon (3 times), Marine Corps Marathon, Disney Marathon and California International Marathon.
Bill also spends his time volunteering and being a member of the Northern Nevada community. Bill is currently a board member of University of Nevada, Reno Foundation Planned Giving Advisory Committee (Past Chairman), Estate Planning Council of Northern Nevada (Past President), Rotary Club of Reno (Past President) and USC Alumni Club of Northern Nevada (board member). Bill has a passion to help and strengthen his community through philanthropy and leadership with causes that matter most to him and his family.
Disclosures:
Morgan Stanley Wealth Management Masters Club members must meet a number of criteria including performance, conduct and compliance standards, revenue, length of experience and assets under supervision. Masters Club membership is no guarantee of future performance.
2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Apr 2022) Data compiled by SHOOK Research LLC based on time period from 6/30/20 - 6/30/21. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/
Services Include
- Wealth Management
- Retirement Planning
- Estate Planning Strategies
- Qualified Retirement Plans
- Alternative Investments
- Business Succession Planning
- Cash Management
- Defined Contribution Plans
- Endowments and FoundationsFootnote9
- Financial Planning
- Long Term Care Insurance
- Municipal Bonds
- Philanthropic Services
- Planning for Education Funding
- Planning for Individuals with Special Needs
- Sustainable Investing
Securities Agent: HI, WA, NC, MA, PA, ID, VA, NY, TX, SC, NM, AZ, OR, MO, MI, FL, CA, UT, GA, OH, SD, NV, MS, CO; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1282443
CA Insurance License #: OB47771