William McBride develops comprehensive financial strategies for affluent individuals, families, charitable trusts and institutions. As a small boutique within Morgan Stanley, William McBride brings a high level of service and custom-tailored solutions to each relationship as well as the strength and resources of a leading global financial institution. Our clients value our ability to address a broad array of complex issues, simplify their financial lives, and ultimately help them achieve their goals.
Services Include
- Wealth Management
- Business Planning
- Business Succession Planning
- Executive Financial Services
- Estate Planning Strategies
- Institutional Services
- Philanthropic Management
- Alternative Investments
- Professional Portfolio Management
- Cash Management and Lending ProductsFootnote10
- Corporate Retirement Plans
- Endowments and FoundationsFootnote12
- Planning for Individuals with Special Needs
Securities Agent: TX, KS, NM, IN, TN, HI, CO, CA, AZ, ID, WA, LA, IA, VT, SC, OH, ME, AR, NY, NC, MI, MA, KY, MT, MS, MD, FL, NH, UT, OR, NV; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1268305