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Our financial advice team


William A Morgan, Private Wealth Advisor serving the Ellicott City, MD area - Ameriprise Advisors

William A Morgan

CFP®, ChFC®, APMA

Private Wealth Advisor

Morgan & Associates
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

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

Education

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

Awards & recognition

  • Morgan & Associates, Ameriprise Client Experience Award, 2022-2023
  • Financial Times 400 Top Financial Advisers, 2020
  • Forbes Best-in-State Wealth Advisors, 2018-2023
  • Barron’s Top 1,200 Financial Advisors, 2016-2017
  • Ameriprise Chairman's Advisory Council, 2015-2016, 2018-2022
  • Ameriprise Circle of Success, 1997 - 2023
  • Ameriprise Hall of Fame, 2019
  • Five Star Wealth Manager, 2013-2024
  • Morgan & Associates, Forbes Best-in-State Wealth Management Teams, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

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

Interests

When Bill's not at the office, he cherishes moments with his family and friends. Bill and his wife, Tracey, are recent empty nesters. Their three children are now enjoying college life. Alongside his two dogs, Tucker and Tio, he takes pleasure in walking and hiking with them. Bill is an avid traveler and hiker, finding joy in exploring new places. His love for golf extends to playing with friends, and he is a regular attendee of both college and professional sporting events. Additionally, he actively participates in community work, contributing to various initiatives.