William Burns

About William Burns

I have spent my entire career in the financial industry and have built my practice through a broad knowledge base in investments, accounting, tax, insurance, estate planning strategies and charitable giving. I am a CERTIFIED FINANCIAL PLANNER™*. I am passionate about conducting a professional and effective discovery process and consistently helping to solve any financial problems a client may encounter. CA Insurance License #: 0F79015

Experience

1. Senior Vice President, Financial Advisor

   Morgan Stanley

   Feb 1998 — Present · Paramus, NJ, US

   I and my team provide comprehensive financial management solutions based on the goals and needs for our clients throughout the U.S. and abroad. We manage assets for affluent families, executives, entrepreneurs and professionals. Our team is passionate about conducting a professional and effective discovery process, implementing top quality investment solutions and consistently solving financial problems in correlation to the short and long term goals, as well as the current needs, of each client.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. Statements and messages for US residents only and subject to the following terms; Stanley and its Financial Advisors do not provide tax or legal advice. Individuals should seek advice based on their particular circumstances from an independent tax advisor.*For more information on the designation(s) listed above, go to: insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.

Education

• The College of New Jersey

  BS

  1987 — 1991