The Morgan Stanley ADV is available at Back to topĢMorgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.ģMorgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. 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.ġMorgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. He also serves as a Hearing Board Arbitrator and an Acceptability Board Member at the New York Stock Exchange (NYSE) in New York.īill’s passion for philanthropy supports suicide prevention as Donor and Active Grant Advisor for the William J. 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 is among the few financial advisors promoted in 2020 to Managing Director. Bill has been with Morgan Stanley Wealth Management since 2005 and its predecessor firms since 1982. The practice is based on the client relationship and achieving individual goals from a financial perspective. He and his team, The Barney Group, manage clientele portfolios for high net worth families, non-profit organizations, and private and public companies. Celebrating his 40 years of investment experience, Bill’s focus is to help you meet your financial goals and expectations.
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