Senior Wealth Advisor, Partner
Current
Nov 2021 - Present
AeroLeads people directory · profile
Bill Morrissey Email & Phone Number
Fee Only CERTIFIED FINANCIAL PLANNER™ Harmonizing Your Money with Your Life
at
EP Wealth Advisors
1 work email found
@epwealth.com
1 phone found area 360
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Fee Only CERTIFIED FINANCIAL PLANNER™ Harmonizing Your Money with Your Life
Location
Mount Vernon, Washington, United States
Company size
Who is Bill Morrissey? Overview
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Quick answer
Bill Morrissey is listed as Fee Only CERTIFIED FINANCIAL PLANNER™ Harmonizing Your Money with Your Life at EP Wealth Advisors, a company with 138 employees, based in Mount Vernon, Washington, United States. AeroLeads shows a work email signal at epwealth.com, phone signal with area code 360, and a matched LinkedIn profile for Bill Morrissey.
Bill Morrissey previously worked as Senior Wealth Advisor, Partner at Ep Wealth Advisors and President, Senior Partner, Wealth Advisor at Sound Financial Planning Inc.. Bill Morrissey holds Cfp License, Financial Planning from College For Financial Planning.
Company email context
Email format at EP Wealth Advisors
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*@epwealth.com
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Profile bio
About Bill Morrissey
William "Bill" Morrissey is a Partner/Senior Wealth Advisor at EP Wealth Advisors, a national fee-only financial advisory firm which he merged with in 2021. His previous firm Sound Financial Planning Inc. he founded in 1982. Bill's office locations are in Mt. Vernon and Friday Harbor, Washington. We use a comprehensive, holistic wealth management process that offers peace of mind in achieving your financial goals and dreams. EP clients receive more than just investment advice; they receive comprehensive financial planning advice and education in all areas of their financial lives. Our process is based on five distinct stages that focus on Financial Life Planning. It will ensure that you clarify your true values, priorities, financial goals, and aspirations that will guide you in defining and designing your unique version of your ideal life. As a result of our services, our clients enjoy financial peace of mind and are prepared for life’s unexpected events. Meet Bill:Bill has lived in the Pacific Northwest since he was one and loves the picturesque scenery. Prior to founding Sound Financial Planning Inc. in 1982 he was in residential and then commercial real estate. He owned and managed a substantial real estate investment portfolio, and was President of two real estate development companies. Bill enjoys spending personal time with his two grown sons, Travis and Stephen, and his granddaughter Vera. Bill escapes to a “warm place” at least once a year. Those trips have included the Caribbean, where he enjoys snorkeling. Bill has had a lifelong commitment to physical fitness and stays fit with swimming, hiking, strength training, and yoga.Fun Facts: • He lives on the water and likes that he can kayak “outside his front door.” • Bill is an avid pilot and flies to and from his two office locations as well as piloting personal trips with his family up north. • Founding member of the Nazrudin Project, which is a group of financial planners and other professionals devoted to working with their clients in a holistic manner.
Listed skills include Retirement Planning, Financial Planners, Investment Advisory, Wealth Management, and 10 others.
Current workplace
Bill Morrissey's current company
Company context helps verify the profile and gives searchers a useful next step.
Ep Wealth Advisors
4 roles · 55 years
Bill Morrissey work experience
A career timeline built from the work history available for this profile.
President, Senior Partner, Wealth Advisor
Sound Financial Planning Inc.
Bill founded Sound Financial Planning in 1982 to assist clients in achieving their life dreams. They were a comprehensive fee-only financial planning firm that created peace of mind now and a roadmap for the future.
Jun 1982 - Nov 2021
Managing Partner
Managing Partner, Islander Lopez
Managing partner for a major resort in the San Juan Islands.
1980 - 1982
~2 yrs
Residential And Commercial Real Estate Broker/Developer
Page And Associates Real Estate, Schwarz And Scott Commercial Real Estate, Gerke-Morrissey Inc.
Bill was a residential real estate broker for 4 years and a commercial real estate broker for 3 years specializing in apartments. He also owned and managed a substantial real estate investment portfolio and was President of two real estate development companies.
1971 - 1980
~9 yrs
Team & coworkers
Colleagues at EP Wealth Advisors
Other employees you can reach at epwealth.com. View company contacts for 138 employees →
LG
Linda Ginder, Cfp®, Ea, Cdfa®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
JO
John O'Toole,Crpc
Colleague at Ep Wealth Advisors
Hilton Head Island, South Carolina, United States, United States
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JP
Jobert Paz
Colleague at Ep Wealth Advisors
Duarte, California, United States, United States
View →
KH
Kim Hedlund
Colleague at Ep Wealth Advisors
Los Angeles Metropolitan Area, United States
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KP
Katherine Phan
Colleague at Ep Wealth Advisors
Seattle, Washington, United States, United States
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NH
Nick Hatfield, Cfp®, Cpwa®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
CB
Chuck Bautista, Cfp®, Chfc®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
BW
Brooke Wadsworth, Cpa/Pfs
Colleague at Ep Wealth Advisors
St George, Utah, United States, United States
View →
MM
Mike Mcginley, Cfp®, Aif®
Colleague at Ep Wealth Advisors
Phoenix, Arizona, United States, United States
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BM
Brian Mulvey
Colleague at Ep Wealth Advisors
Westwood, Massachusetts, United States, United States
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Linda Ginder, Cfp®, Ea, Cdfa®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
JO
John O'Toole,Crpc
Colleague at Ep Wealth Advisors
Hilton Head Island, South Carolina, United States, United States
View →
JP
Jobert Paz
Colleague at Ep Wealth Advisors
Duarte, California, United States, United States
View →
KH
Kim Hedlund
Colleague at Ep Wealth Advisors
Los Angeles Metropolitan Area, United States
View →
KP
Katherine Phan
Colleague at Ep Wealth Advisors
Seattle, Washington, United States, United States
View →
NH
Nick Hatfield, Cfp®, Cpwa®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
CB
Chuck Bautista, Cfp®, Chfc®
Colleague at Ep Wealth Advisors
Littleton, Colorado, United States, United States
View →
BW
Brooke Wadsworth, Cpa/Pfs
Colleague at Ep Wealth Advisors
St George, Utah, United States, United States
View →
MM
Mike Mcginley, Cfp®, Aif®
Colleague at Ep Wealth Advisors
Phoenix, Arizona, United States, United States
View →
BM
Brian Mulvey
Colleague at Ep Wealth Advisors
Westwood, Massachusetts, United States, United States
View →
1 education record
Bill Morrissey education
FAQ
Frequently asked questions about Bill Morrissey
Quick answers generated from the profile data available on this page.
What company does Bill Morrissey work for?
Bill Morrissey works for EP Wealth Advisors.
What is Bill Morrissey's role at EP Wealth Advisors?
Bill Morrissey is listed as Fee Only CERTIFIED FINANCIAL PLANNER™ Harmonizing Your Money with Your Life at EP Wealth Advisors.
What is Bill Morrissey's email address?
AeroLeads has found 1 work email signal at @epwealth.com for Bill Morrissey at EP Wealth Advisors.
What is Bill Morrissey's phone number?
AeroLeads has found 1 phone signal(s) with area code 360 for Bill Morrissey at EP Wealth Advisors.
Where is Bill Morrissey based?
Bill Morrissey is based in Mount Vernon, Washington, United States while working with EP Wealth Advisors.
What companies has Bill Morrissey worked for?
Bill Morrissey has worked for Ep Wealth Advisors, Sound Financial Planning Inc., Managing Partner, Islander Lopez, and Page And Associates Real Estate, Schwarz And Scott Commercial Real Estate, Gerke-Morrissey Inc..
Who are Bill Morrissey's colleagues at EP Wealth Advisors?
Bill Morrissey's colleagues at EP Wealth Advisors include Linda Ginder, Cfp®, Ea, Cdfa®, John O'Toole,Crpc, Jobert Paz, Kim Hedlund, and Katherine Phan.
How can I contact Bill Morrissey?
You can use AeroLeads to view verified contact signals for Bill Morrissey at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Bill Morrissey attend?
Bill Morrissey holds Cfp License, Financial Planning from College For Financial Planning.
What skills is Bill Morrissey known for?
Bill Morrissey is listed with skills including Retirement Planning, Financial Planners, Investment Advisory, Wealth Management, Financial Services, Financial Planning, Investments, and Estate Planning.
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