Morgan Stanley Private Wealth Management
William Galbally
Senior Vice President,
Private Wealth Advisor
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.*
About PWM
Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
Private Wealth Management Highlights
- Approximately 350 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $980 billion in AUM1
- Comprising 23% of the Barron’s Top 250 Private Wealth Management Teams for 2024
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
1 Morgan Stanley Wealth Management, December, 2024
Source: Barron's.com (May 2024) 2024 Barron's Top 250 Private Wealth Management Teams awarded in 2024. The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
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
1650 Market Street, 42nd Floor
Philadelphia, PA 19103
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
- Lifestyle Advisory
- 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.
We look forward to discussing your needs and goals, and the exceptional resources we can place at your disposal.
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
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.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website 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.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan 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
Awards Disclosures
CRC 4237142 (02/2025)