Bill is a Financial Advisor in the Wealth Management Division of Morgan Stanley. He draws on institutional experience to help clients with their comprehensive wealth management needs, including alternative investments, trust services and estate planning strategies, cash management solutions, financial planning, and insurance planning needs. Bill joined Morgan Stanley in January 2018. From 2015-2017 he was Vice President of Energy Markets with Evolution Markets, where he co-ran the Natural Gas desk. Prior to Evolution, he worked for ICAP United from 2009-2014, where he climbed the ranks to become a Senior Broker, and was recognized as one of the company’s youngest Registered NFA Branch Managers. In addition, Bill was named to Forbes Magazine’s List of America’s Top Next-Gen Wealth Advisors Best-in-State in 2024.As of January 2020, Bill has been named to the Firm's Pacesetter's Club, a global recognition program for Financial Advisors who have demonstrated a high level of professional standards and world class client service.Bill’s philanthropic efforts focus on the preservation of New York City’s art deco buildings. He is a board member and treasurer of the Art Deco Society of New York, a non-profit organization that advocates for the appreciation, understanding, celebration, documentation, and preservation of Art Deco architecture, design, and culture in New York and around the world. Bill is a 2008 graduate of The Ohio State University’s Max M. Fisher College of Business with a bachelor’s degree in Business Administration. While a student, Bill was a member of the Varsity Lacrosse team, where he was acknowledged as a four-year Scholar Athlete and three-time Academic All-Big Ten. Bill lives with his wife, Julia, his son, Wick, and daughter, Caroline, in New York City.Forbes America’s Top Next-Gen Wealth Advisors Best-in-StateSource: Forbes.com (Awarded Aug 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/23 - 3/31/24. Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure/Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.