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Our financial advice team


William A Morgan III Ameriprise Financial Advisor

William A Morgan III

CFP®, ChFC®, APMA®

Private Wealth Advisor

Morgan & Associates
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Interests

Bill is married to wife, Tracey, his college sweet heart. They have 3 children, Maddy, Nate and Connor. Bill enjoys visiting historical sites, attending sporting events, and playing golf.

Community participation

  • Howard County Parks and Recreation and Catholic Youth Organization basketball and baseball coach
  • Voices for Children Board Member
  • Habitat for Humanity Volunteer

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Barron’s Top 1,200 Financial Advisors, 2016-2017
  • Ameriprise Chairman's Advisory Council, 2015-2016, 2018-2019
  • Ameriprise Circle of Success, 1997 - 2019
  • Ameriprise Hall of Fame, 2019
  • Five Star Wealth Manager, 2013-2019

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Degree in Economics from University of Maryland, College Park, MD 1988-1992
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