William J Barney
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director
Direct:
(626) 683-4646(626) 683-4646
Toll-Free:
(800) 421-7248(800) 421-7248
My Mission Statement
Delivering the experience, resources and personalized service needed to help affluent families address their most complex wealth management issues.
My Story and Services
Celebrating his 40 years of investment experience Bill’s focus is to help you meet your financial goals and expectations. He and his team, The Barney Group, manage portfolios for high net worth clients.
Bill has been with Morgan Stanley Wealth Management since 2005 and its predecessor firms since 1982. He is among the few financial advisors promoted in 2020 to Managing Director.
He was a producing Branch Manager of The Smith Barney branch in Pasadena from 1998 to 2001 and has perpetually been a member of the firm’s President’s Council. He also serves as a Hearing Board Arbitrator and an Acceptability Board Member at the New York Stock Exchange (NYSE) in New York.
Bill’s passion for philanthropy supports suicide prevention as Donor and Active Grant Advisor for the William J. Barney Donor Advised Fund. He holds a bachelor’s degree from the University of Southern California and is a native of Pasadena, CA where he lives with his family.
Bill has been with Morgan Stanley Wealth Management since 2005 and its predecessor firms since 1982. He is among the few financial advisors promoted in 2020 to Managing Director.
He was a producing Branch Manager of The Smith Barney branch in Pasadena from 1998 to 2001 and has perpetually been a member of the firm’s President’s Council. He also serves as a Hearing Board Arbitrator and an Acceptability Board Member at the New York Stock Exchange (NYSE) in New York.
Bill’s passion for philanthropy supports suicide prevention as Donor and Active Grant Advisor for the William J. Barney Donor Advised Fund. He holds a bachelor’s degree from the University of Southern California and is a native of Pasadena, CA where he lives with his family.
Securities Agent: AZ, WI, WA, MI, CA, MA, HI, GA, PA, OH, DE, VA, MT, MS, IN, TX, NV, NC, IL, NM, MD, FL, CO, AL, SC, ME, TN, NJ, KS, NY, MO, ID, OR, KY; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1279223
CA Insurance License #: 0A43140
NMLS#: 1279223
CA Insurance License #: 0A43140
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Education and Licensing
- BA - Political Science, 1981University of Southern CaliforniaLos Angeles, CA
- Life and Disability Insurance Agent
- Long Term Care Insurance Agent
- Series 63 - Uniform State Exam, 1984
- Series 65 - Investment Advisory Agent, 1996
- Series 7 - General Securities Representative, 1983
- Series 8 - General Securities Sales Supervisor, 1994
Associations
- New York Stock Exchange, Inc.Hearing Board ArbitratorAcceptability Board MemberNew York, NY
Location
55 South Lake Ave
Ste 700
Pasadena, CA 91101
US
Direct:
(626) 683-4646(626) 683-4646
Toll-Free:
(800) 421-7248(800) 421-7248
Fax:
(626) 389-3209(626) 389-3209
Wealth Management
Global Investment Office
Portfolio Insights
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
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
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
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
Article Image
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
Article Image
Ready to start a conversation? Contact William J Barney 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)
