William Lymangood Jr., CFP®
Managing Director, Wealth Management,
Financial Advisor,
Senior Portfolio Management Director,
Family Wealth Advisor
Direct:
(630) 245-6000(630) 245-6000
Toll-Free:
(800) 755-3230(800) 755-3230
My Mission Statement
Accumulate | Manage | Utilize | Transfer
Keeping our clients on the right track across multiple generations through straight talk and friendly, honest relationships that go beyond investments.
Keeping our clients on the right track across multiple generations through straight talk and friendly, honest relationships that go beyond investments.
About Me
Bill Lymangood is a Managing Director, Financial Advisor, at Morgan Stanley where his family team assists families with the accumulation, management, utilization and transfer of wealth. Bill graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Finance and a concentration in Financial Accounting. Bill been a Certified Public Account since 2000 (licensed, but non-practicing) and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2014. Bill has been recognized by Forbes Magazine as a Best-In-State Wealth Advisor in 2021 and 2022. In 2023, The Lymangood Group is recognized as a Best-In-State Wealth Management Team.
Prior to joining Morgan Stanley, Bill spent over 10 years working as a management consultant in the financial services industry spanning strategy, technology and finance & performance management with Andersen Consulting (subsequently known as Accenture), Ernst & Young and Capgemini. Bill’s combination of experience and youth will enable him to serve as the wealth advisor to his clients and their families for years to come.
Residing in Naperville, IL, Bill is married to his wife, Meghan and they have two active boys: Liam and Charlie. He spends his time enjoying the outdoors with the family and through Scouting, fly fishing, traveling and attending the boys various sporting competitions.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Prior to joining Morgan Stanley, Bill spent over 10 years working as a management consultant in the financial services industry spanning strategy, technology and finance & performance management with Andersen Consulting (subsequently known as Accenture), Ernst & Young and Capgemini. Bill’s combination of experience and youth will enable him to serve as the wealth advisor to his clients and their families for years to come.
Residing in Naperville, IL, Bill is married to his wife, Meghan and they have two active boys: Liam and Charlie. He spends his time enjoying the outdoors with the family and through Scouting, fly fishing, traveling and attending the boys various sporting competitions.
Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded Feb 2019) Data compiled by SHOOK Research LLC based on time period from 6/30/17 - 6/30/18.
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Services Include
Securities Agent: WY, AK, NY, IL, VT, VA, MI, KY, MT, CA, WI, PA, DE, CT, TN, MN, KS, FL, TX, NM, ME, OH, MO, MD, IN, NV, MA, HI, CO, AZ, WA, SC, NJ, NC, ID, GA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1301224
NMLS#: 1301224
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Our Process
The Lymangood Group at Morgan Stanley believes that understanding your financial situation, goals, objectives, and risk tolerance is crucial to identifying the right financial solutions. With a disciplined process, we will work closely with you to create tailored solutions that meet your individual needs and align with your interests. Our goal is to provide a clear roadmap focused on what matters most to you.
1. Introductory Call
Our relationship begins with an initial discussion aimed towards getting to know you, your lifestyle, and your future goals.
2. Discovery Meeting
We continue our dialogue to fully understand your personal, professional, and family situation so we can clarify your priorities and timelines.
3. Analysis & Plan Development
Here, we utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
4. Implementation
We begin to implement the strategies outlined in the plan. Once assets have been transferred to Morgan Stanley and are aligned with your investment strategy, we walk you through your new statement and introduce all of the resources now available to you.
5. Monitoring & Performance Tracking
Committed to premium service, we focus on developing a relationship that provides special value to you and your family. As we begin to execute each strategy, we’ll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, we set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
6. More Than Just Investing...
With busy schedules, work, and family responsibilities, it can be easy to simply live in the present, focusing on the next mortgage or tuition payment or getting the best savings rate for your extra cash. We prefer to take a longer view, working with a trusted network of attorneys and accountants to help you put in place an estate plan, develop a will and powers of attorneys, and establish trusts for gifting, wealth transfer and philanthropy. Taking these actions can provide peace of mind that future generations will have the resources to pursue their goals and dreams.
Tax Efficient Strategies
Discover the remarkable influence of tax strategies on your lifetime wealth. By implementing a well-thought-out tax management approach for your investments, you can potentially enhance your returns and safeguard the growth of your financial assets. Explore the range of resources and techniques designed to help you retain more of your wealth as it continues to thrive.
How to Access Your Tax Forms
How to Access Your Tax Forms
1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them
Click Here to Log In to Morgan Stanley Online1. Log into your account via Morgan Stanley Online
2. Click the Accounts tab
3. Select the Documents tab
4. Go to the Statement drop-down tab
5. Select Tax Documents and download them
Tax-Efficient Portfolios
Morgan Stanley Portfolio Solutions/Parametric Tax Efficient Portfolios are designated for high-net-worth investors seeking a tax-managed, diversified portfolio. Portfolios are monitored, evaluated, and rebalanced to maintain diversification and react to changing market conditions.
Learn More About the Portfolios Here
Tax-Smart Strategies for Retirement
Looking for ideas on how to be more tax efficient when planning for your retirement? You've come to the right place.
Read the Strategies Here
4 Key Tax Questions for Investors to Consider
Factoring the impact of taxes into your investment decisions can help you keep more of your hard-earned money, both now and in the future.
Explore the Questions Here
2023 Tax Tables
If you are interested in seeing the updated tax tables and other details for 2023, see all additional information here.
View the 2023 Tax Tables Here
Paying Your Taxes to the IRS: Your Guide
There are a variety of options of how you can pay your taxes to the IRS.
Learn the Pros and Cons of Each Option HereMedia and Press Recognition
Forbes Magazine Best in State 2023
William Lymangood named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Advisors in 2023, representing the best our industry has to offer.
Click here to see Forbes.
Forbes Magazine Best in State Teams 2023, 2024
The Lymangood Group at Morgan Stanley named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Management Teams 2023. 2024.
Click here to see Forbes.
Chicago Magazine Five Star Wealth Manager | William Lymangood Jr. | 2016-2022
5 Star Manager Award Winner for 8 years: 2016 - 2023
2016-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2016-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Click here for disclosure link.2016-2023 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2016-2023) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
CFP® - Certified Financial Planner™ (William Lymangood Jr. & Charley Hansen)
The Certified Financial Planner™ designation is awarded to candidates who have demonstrated extensive knowledge in the areas of Education, Investment, Tax, Retirement, Estate and Insurance planning strategies. CFP® professionals must accrue several years of experience related to delivering financial planning services to clients and pass a comprehensive exam before calling themselves a CFP® Professional and are held to strict ethical standards to ensure financial planning recommendations are in the best interest of their clients.
Forbes Magazine Best-in-State Wealth Advisor 2024, 2023, 2022 and 2021
William Lymangood named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Advisors in 2024, 2023, 2022 and 2021, representing the best our industry has to offer.
2024, 2023, 2022 and 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024, 2023, 2022 and 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Click here to see Forbes.2024, 2023, 2022 and 2021 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2024, 2023, 2022 and 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Forbes Magazine Best-in-State Teams 2023, 2024
The Lymangood Group at Morgan Stanley named to the Forbes Magazine and SHOOK Research Best-in-State Wealth Management Teams 2023. 2024.
Forbes Best-In- State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year prior to the issuance of the award.
Forbes Best-In- State Wealth Management Teams Source: Forbes.com (Awarded Jan 2023, 2024). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year prior to the issuance of the award.
Family Wealth Advisor - William Lymangood Jr.
The FWA designation is granted to those Financial Advisors who have successfully completed an
accreditation program focused on the skills needed to help families communicate about money
and values, share their goals, and grow and protect wealth across generations. With this
specialized knowledge, FWAs are able to provide strategic guidance to families and deliver
wealth management strategies that put families – and their collective values and goals – first.
accreditation program focused on the skills needed to help families communicate about money
and values, share their goals, and grow and protect wealth across generations. With this
specialized knowledge, FWAs are able to provide strategic guidance to families and deliver
wealth management strategies that put families – and their collective values and goals – first.
Investor Resources
Our comprehensive suite of digital tools is designed to help enhance every aspect of your financial life. Below are a few of the technologies we have to offer our clients. We have also included resources meant to transform complex financial analysis and research.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online Today
Total Wealth View
Complete your financial picture with Total Wealth View. By linking your account information, you will benefit from more informed wealth planning, more secure data access, and convenient connectivity.
Click Here to Learn More
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click Here for "GIC Weekly"
Digital Vault
Digital Vault lets you easily and securely manage and share important documents such as account statements, authorizations, tax filings and other relevant documents with your Financial Advisor.
Get Started Today
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Click Here for the Latest Episode
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here for "On the Markets"
Data Security
At Morgan Stanley, our highest priority is keeping your information protected. Morgan Stanley dedicates significant resources to protecting your assets and personal information.
Click Here to Learn MoreLocation
4225 Naperville Rd
Ste 255
Lisle, IL 60532
US
Direct:
(630) 245-6000(630) 245-6000
Toll-Free:
(800) 755-3230(800) 755-3230
Fax:
(630) 686-1810(630) 686-1810
Hear From My Clients
Working with the Lymangood Group since 2005 has been like working with family. They are always promptly available to quickly answer questions and concerns, while offering thoughtful, professional and exceptional advice. Solutions for our financial goals have always been thoroughly discussed to our satisfaction and in easily understandable terms. Now entering our retirement years, we are comfortable confident and secure.
Ken
Verified ClientSeptember 22, 2025
The Lymangood Group at Morgan Stanley allows us to plan for the financial hurdles in our lives. They listen to our concerns in preparing our financial plans and provide the tools necessary to execute and understand the plan. Simply put, they have taken the anxiety away, allowing us to enjoy our retirement.
Bruce and Linda
Verified ClientOctober 15, 2025
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
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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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
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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
Ready to start a conversation? Contact William Lymangood Jr. today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan 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
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Morgan 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, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
2Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
3Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Morgan 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
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or 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 legal matters.
6Morgan 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, charitable giving, philanthropic planning and other legal matters.
7Morgan 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.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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.
Testimonial(s) solicited by Morgan Stanley and provided by current client(s) at the time of publication. No compensation of any kind was provided in exchange for the client testimonial(s) presented. Client testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
