portrait of William Morales

About William

As an Edward Jones financial advisor, I believe it is important to invest my time in understanding what you're working toward before you invest your money.

Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategies for you and your family.

Before joining Edward Jones, I served in the United States Army. After a few years, I chose to separate in order to spend more time with my then-growing family and continue my education, with studies in finance.

From 2000 to 2008, I owned and operated a mortgage company, until the financial crisis...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesSeptember 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • History and Museums
  • Movies & Entertainment
  • Trivia

Team Members

  • Karn Weigel
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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