William Williford

Senior Vice President, Wealth Advisor at Morgan Stanley

Role: Wealth Advisor at Morgan Stanley
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About William Williford

My team is fortunate to work with a small, but select group of families, helping them…

Experience

Wealth Advisor
Morgan Stanley
Oct 1972 — Present · Oakland, CA, US
Disclaimers: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: 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.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.CA Insurance Lic.#0A32138NMLS# 12•••47

Skills

Strategic Planning
Sales
Portfolio Management
Mergers
Start-Ups
Management Consulting
Executive Management
Business Strategy
Budgets
Finance
New Business Development
Private Equity
Mergers & Acquisitions
Entrepreneurship
Strategic Financial Planning
Corporate Development
Real Estate
Financial Analysis
Investments
Marketing Strategy
Venture Capital
Due Diligence
Strategy

Contact information

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Work email
•••••@morganstanley.com
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Current company

Morgan Stanley

Financial Services · 10K employees · 1585 Broadway, New York, NY, 10036, US

Morgan Stanley is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With a 90-year history, Morgan Stanley today operates in 42 countries serving corporations, governments, institutions, families and individuals. Morgan Stanley is a talent business that demands ongoing investment in our people. Key drivers of our success have been the breadth and tenure of our talent, as well as a unique culture and a set of values that guide our employees. We view Morgan Stanley’s talent and culture as a key competitive advantage enabling the Firm to achieve its potential and drive future success. As an integrated firm with scaled capabilities, we partner with clients at every stage of their financial journey. Our ability to do so is grounded in four pillars that define Morgan Stanley: a clear and consistent strategy to help clients raise, manage and allocate capital; a culture grounded in rigor, humility and partnership; financial strength through capital, earnings power and durability; and growth driven by smart, strategic investment globally. These pillars enable Morgan Stanley to provide trusted advice, operate with resilience across market cycles and deliver long-term value to our clients and shareholders. Social Media Disclosures: mgstn.ly/SocialDisclosure

morganstanley.com

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