William Anderson
Financial Advisor-portfolio Management Director Vice President at Morgan Stanley
Based in Chicago, United States
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Seniority
Director
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
101K
Contact information
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w•••••••@morganstanley.com
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Background
About William Anderson
One of the first things you should know about Bill Anderson is that he has over twenty-five years of experience as a Financial Advisor, and has seen the good, the bad and the ugly in the financial markets. Over this time, one of the things Bill enjoys most about the industry is that it is constantly changing and he loves that no two days are alike. He is currently a Portfolio Management Director. Areas of focus: Bill takes a hands-on approach when working with his clients and he has found this to be important to his clients and they know he cares about them personally. Bill enjoys having face-to-face meetings and following up with his clients on the goals they put in place. To him, maintaining long-term client relationships is key to building successful investment strategies. This material is intended only for clients and prospective clients of the Portfolio Management program. It has been prepared solely for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument, or to participate in any trading strategy. The individuals mentioned as the Portfolio Management Team are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor.
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