William Morthel

I am a 20+ year financial services professional, and am a partner with The Moxley Kremer Group at Morgan Stanley. For over twenty-five years* this team has been helping affluent individuals and families successfully manage and grow their wealth. We’ve always believed in the value of a diverse team and varied perspectives to holistically care for clients’ financial well-being. Our team helps clients navigate their complex financial lives and empowers them through problem solving, education and personalized wealth management. Services we offer include wealth management, financial planning, estate planning strategies, retirement planning and impact investing strategies.My responsibilities to the team and our clients include the provision of capital markets and securities analysis and perspective that informs how we recommend our clients position investments. My approach is anchored by my intense passion for finance, which drives a never-ending quest to learn more and be better, and by my ardent belief in the value of independent thinking.*Please see the team website, https://advisor.morganstanley.com/the-moxley-kremer-group, for details about the members, their functional titles and their individual years of experience.