William Morrison, Chfc
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William Morrison, Chfc Email & Phone Number

Owner and Financial Advisor at Benefit & Financial Strategies
Location: Flagstaff, Arizona, United States 3 work roles
1 work email found @benefitandfinancial.com 3 phones found area 928 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 3 phones

Work email b****@benefitandfinancial.com
Direct phone (928) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Benefit & Financial Strategies
Role
Owner and Financial Advisor
Location
Flagstaff, Arizona, United States
Company size
11 employees

Who is William Morrison, Chfc? Overview

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Quick answer

William Morrison, Chfc is listed as Owner and Financial Advisor at Benefit & Financial Strategies, a with 11 employees, based in Flagstaff, Arizona, United States. AeroLeads shows a work email signal at benefitandfinancial.com, phone signal with area code 928, and a matched LinkedIn profile for William Morrison, Chfc.

William Morrison, Chfc previously worked as Owner/Financial Advisor at Benefit & Financial Strategies and Investment Advisor Rep at Ameritas Investment Corp..

Company email context

Email format at Benefit & Financial Strategies

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*@benefitandfinancial.com
71% confidence

AeroLeads found 1 current-domain work email signal for William Morrison, Chfc. Compare company email patterns before reaching out.

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Profile bio

About William Morrison, Chfc

I work with businesses and individuals in areas of financial, business, retirement and estate planning. I focus on planning wth my clients, rather than trying to sell products. My firm has helped many companies implement or improve their 401k and profit sharing plans, and also helped many families with their financial planning objectives. We have years of experience and many high-tech tools available to help our clients identify their shortcomings and map out the appropriate course of action.Specialties: financial planning, estate planning, retirement planning, college savings, 401(k) plans, profit sharing plans, investment management, employee benefits, life insurance, disability income protection, mutual funds, long term healthcare

Listed skills include Retirement Planning, Strategic Financial Planning, Finance, Mutual Funds, and 11 others.

Current workplace

William Morrison, Chfc's current company

Company context helps verify the profile and gives searchers a useful next step.

Benefit & Financial Strategies
Benefit & Financial Strategies
Owner and Financial Advisor
Flagstaff, AZ, US
Website
benefitandfinancial.com
Employees
11
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Company profile
View company profile Email format
3 roles · 30 years

William Morrison, Chfc work experience

A career timeline built from the work history available for this profile.

Owner/Financial Advisor

Current
Benefit & Financial Strategies

Chartered Financial Consultant and Investment Advisor Representative. Focusing on Retirement Planning, Estate Planning, Benefits Planning, and Financial Planning.

Oct 1988 - Present

Investment Advisor Rep

Current
Ameritas Investment Corp.

Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC. AIC and Benefit & Financial Strategies, LLC are not affiliated. Additional products and services may be available through William Morrison or Benefit & Financial Strategies, LLC that are not offered through AIC. Securities products are limited to residents of AZ, CA, AR, CT, NC, NE, NM, SD, UT, VA. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Benefit & Financial Strategies, LLC will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or it's representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.

1997 - Present ~29 yrs 6 mos
Team & coworkers

Colleagues at Benefit & Financial Strategies

Other employees you can reach at benefitandfinancial.com. View company contacts for 11 employees →

VM Veronica Mueller Veronica Mueller Colleague at Benefit & Financial StrategiesFlagstaff, Arizona, United States View → KS Kristin Stribling Kristin Stribling Colleague at Benefit & Financial StrategiesFlagstaff, Arizona, United States View → CR Corey Raths Corey Raths Colleague at Benefit & Financial StrategiesFlagstaff, Arizona, United States View → BB Brandi Boudreaux Brandi Boudreaux Colleague at Benefit & Financial StrategiesFlagstaff, Arizona, United States View → BS Brianna Salcido Brianna Salcido Colleague at Benefit & Financial StrategiesFlagstaff, Arizona, United States View → MS Mike Sherwood Mike Sherwood Colleague at Benefit & Financial StrategiesFlagstaff, Arizona, United States View → AR Andrew Runyan Andrew Runyan Colleague at Benefit & Financial StrategiesMesa, Arizona, United States View →
FAQ

Frequently asked questions about William Morrison, Chfc

Quick answers generated from the profile data available on this page.

What company does William Morrison, Chfc work for?

William Morrison, Chfc works for Benefit & Financial Strategies.

What is William Morrison, Chfc's role at Benefit & Financial Strategies?

William Morrison, Chfc is listed as Owner and Financial Advisor at Benefit & Financial Strategies.

What is William Morrison, Chfc's email address?

AeroLeads has found 1 work email signal at @benefitandfinancial.com for William Morrison, Chfc at Benefit & Financial Strategies.

What is William Morrison, Chfc's phone number?

AeroLeads has found 3 phone signal(s) with area code 928 for William Morrison, Chfc at Benefit & Financial Strategies.

Where is William Morrison, Chfc based?

William Morrison, Chfc is based in Flagstaff, Arizona, United States while working with Benefit & Financial Strategies.

What companies has William Morrison, Chfc worked for?

William Morrison, Chfc has worked for Benefit & Financial Strategies and Ameritas Investment Corp..

Who are William Morrison, Chfc's colleagues at Benefit & Financial Strategies?

William Morrison, Chfc's colleagues at Benefit & Financial Strategies include Veronica Mueller, Kristin Stribling, Corey Raths, Brandi Boudreaux, and Brianna Salcido.

How can I contact William Morrison, Chfc?

You can use AeroLeads to view verified contact signals for William Morrison, Chfc at Benefit & Financial Strategies, including work email, phone, and LinkedIn data when available.

What skills is William Morrison, Chfc known for?

William Morrison, Chfc is listed with skills including Retirement Planning, Strategic Financial Planning, Finance, Mutual Funds, Iras, Retirement, Portfolio Management, and Asset Management.

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