William A. LaRosa, CFP®, CRPC®
Senior Vice President, Wealth Management,
Financial Advisor,
Global Sports and Entertainment Director
Direct:
(248) 258-1784(248) 258-1784
Toll-Free:
(855) 258-1787(855) 258-1787
My Story and Services
William A. LaRosa is Senior Vice President and Wealth Management Advisor at Morgan Stanley’s® Birmingham, Michigan office with over 20 years of industry experience.
Prior to joining Morgan Stanley in 2012, Bill spent the prior 8 years at Merrill Lynch. Bill holds the Certified Financial Planner (CFP®) designation and Chartered Retirement Planning Counselor (CRPC®) designation. He utilizes these advanced designations to design and implement sophisticated, customized financial plans tailored to the specific needs of each client.
Bill is also designated as a Global Sports and Entertainment Director dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals. Morgan Stanley Global Sports and Entertainment offers an exclusive and extensive range of specialized resources and solutions to help clients navigate through the unique complexities that both established and emerging professionals will face.
Bill graduated from the University of Michigan and received his B.B.A in General Studies with a concentration in Economics and Psychology. Bill was a four-year letter winner on the University of Michigan baseball team. He was the 2001 recipient of the Wolverine Award given to the player who best exemplifies “Spirit and Leadership”. Bill is a member of the University of Michigan Letter Winners M Club.
Bill resides in Rochester, MI with his wife Krista and his children Brady and Aubrey. In his free time, he enjoys coaching youth sports, playing golf and traveling.
He is Series 7, 66 licensed.
Prior to joining Morgan Stanley in 2012, Bill spent the prior 8 years at Merrill Lynch. Bill holds the Certified Financial Planner (CFP®) designation and Chartered Retirement Planning Counselor (CRPC®) designation. He utilizes these advanced designations to design and implement sophisticated, customized financial plans tailored to the specific needs of each client.
Bill is also designated as a Global Sports and Entertainment Director dedicated to serving the unique and complex needs of athletes, entertainers, creators and top professionals. Morgan Stanley Global Sports and Entertainment offers an exclusive and extensive range of specialized resources and solutions to help clients navigate through the unique complexities that both established and emerging professionals will face.
Bill graduated from the University of Michigan and received his B.B.A in General Studies with a concentration in Economics and Psychology. Bill was a four-year letter winner on the University of Michigan baseball team. He was the 2001 recipient of the Wolverine Award given to the player who best exemplifies “Spirit and Leadership”. Bill is a member of the University of Michigan Letter Winners M Club.
Bill resides in Rochester, MI with his wife Krista and his children Brady and Aubrey. In his free time, he enjoys coaching youth sports, playing golf and traveling.
He is Series 7, 66 licensed.
Securities Agent: AZ, AK, WA, MI, MA, FL, DC, AR, OK, KY, VT, PA, OR, IL, HI, MN, CA, WI, TN, MO, IN, OH, NV, NC, MD, CO, NY, KS, GA, DE, MT, TX, RI, AL, VA, SC; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 535431
NMLS#: 535431
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
34901 Woodward Ave
Ste 300
Birmingham, MI 48009
US
Direct:
(248) 258-1784(248) 258-1784
Toll-Free:
(855) 258-1787(855) 258-1787
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Management for Athletes and Entertainers
Understanding the unique financial challenges of athletes and entertainers and how they differ from one profession to the next, we deliver the experience and resources you need to help create and implement a comprehensive, multigenerational wealth management plan based on your needs, values and aspirations.
- Investment Management
- Wealth Transfer & Philanthropy
- Private Banking Solutions
- Family Governance & Wealth Education
- Lifestyle Advisory
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.
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Signature Access
- Business Services
Funding Climate Action: Pathways for Philanthropy
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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 A. LaRosa today.
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.
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
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)
