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Bill McColl
Wealth Management, Service, Integrity
• Understanding clients’ goals and objectives
• Retirement planning and investment strategies
• Personalized solutions
Areas of Focus: Financial Planning, Asset Allocation, Charitable Giving
Designations: Vice President – Financial Advisor, CFP (R), MBA
Bill has been in the securities industry for more than 20 years. He is an advocate of debt-free living. He believes in broadly diversifying clients’ assets and investing in a tax-efficient manner. A native of San Diego, Bill is a board member of St. Paul’s Retirement Homes and is active in a number of organizations in his community.
Morgan Stanley
101 W Broadway, Ste. 1800
San Diego, CA 92101
Phone: (619) 238-6212
william.mccoll@morganstanley.com
Investments and services are offered through Morgan Stanley & Co. Incorporated, member SIPC. © 2009 Morgan Stanley
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