As a Financial Advisor with Morgan Stanley since 2009, Bill concentrates on the financial needs of high-net-worth individuals by helping them develop strategies to manage their personal wealth. With over 30 years of experience, he promotes a long-term approach to investing and emphasizes financial planning to help clients determine their financial needs and risk tolerance.
Bill has built his career on three principles: putting clients’ interests first, providing exceptional personal service and taking an integrated approach to comprehensive wealth management.
Bill has been a Financial Advisor for 30 years, joining Morgan Stanley in 2009 in the Morgan Stanley office in Mequon, WI.
He graduated from University of Wisconsin – Milwaukee with degree in Business and Economics. Bill is a Certified Financial Planner™ professional, a designation awarded by the certified Financial Planner Board of Standards, Inc.
He resides in Grafton, Wisconsin and is active in the community.
Services Include
- Wealth Management
- 401(k) Rollovers
- Cash Management
- Financial Planning
- Lending Products
- Life Insurance
- Planning for Education Funding
- Qualified Retirement Plans
- Trust Accounts
- 529 Plans
- Estate Planning Strategies
Securities Agent: DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY, FL, AK, AL, AR, AZ, CA, CO, CT, DC; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279058