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Our financial advice team


William A Morgan

William A Morgan

CFP®, ChFC®, APMA®

Private Wealth Advisor

Morgan & Associates
26
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

Outside of the office Bill enjoys spending time with his family and friends. Bill and his wife Tracey, have 3 children: Maddy, Nate and Connor and two Goldendoodles: Ray and Tucker. Bill and Tracey enjoy hiking in the local state parks during the weekends and traveling to the beach during the summer to enjoy golf, sunshine and time with friends and family. On the weekends, Bill can be found on the golf course with his sons or friends and watching college and professional sports. He enjoys being active in the community with his Church and volunteers with Voices For Children, an advocacy organization for children in foster care.

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, 2018-2021
  • Barron’s Top 1,200 Financial Advisors, 2016-2017
  • Ameriprise Chairman's Advisory Council, 2015-2016, 2018-2020
  • Ameriprise Circle of Success, 1997 - 2020
  • Ameriprise Hall of Fame, 2019
  • Five Star Wealth Manager, 2013-2021

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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