William B. Budd
Financial Advisor at Morgan Stanley
Based in New York, United States
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Seniority
Staff
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
101K
Contact information
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w•••••••@morganstanley.com
Phone
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Background
About William B. Budd
William (Bill) Budd is a CERTIFIED FINANICAL PLANNER™ and experienced financial professional who constructs and oversees tailored bond portfolios for clients. With over 30 years’ experience in the financial markets, including at Lazard Freres, Credit Lyonnais, Mizuho, and CF Global, Bill possesses a wealth of knowledge across the financial industry. He is focused on helping high net worth individuals and families develop and implement customized wealth management strategies to help achieve their ideal lifestyle. Bill graduated from Dartmouth College and currently holds his Series 7 and 66 Securities Licenses. Beyond his financial pursuits, Bill is a hockey player, avid skier, and an enthusiastic hiker. He actively participates in philanthropic endeavors, frequently taking part in the Pan-Mass Challenge. Bill and his wife Nancy reside in Wilton, CT and have three grown children.
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