OUR MISSION STATEMENT
Excellence in family wealth planning for your family’s unique goals
Excellence in family wealth planning for your family’s unique goals
As your trusted advisors, The Sarran Zaring Group at Morgan Stanley delivers personalized financial guidance to clients. Understanding that each client we advise has a unique set of needs and desires, our group works closely with them to develop a plan to assure confidence in a successful financial future – by managing risk, addressing goals, and preserving wealth for future generations. We combine personal attention and professional focus with the intellectual capital and resources of a global financial services institution. We think of ourselves as your advisors in a lifelong journey of achieving financial sustainability.
Bill has more than 39 years of investment industry experience, including past positions at the supervisory management level. He focuses on managing portfolios for individuals and families. Bill graduated from Miami University in Oxford, Ohio with a BS in Finance and earned the Certified Portfolio Manager designation from Columbia University. He is a member of the Portfolio Management Institute and the Academy of Certified Portfolio Managers. In 2014, the Financial Times recognized Bill as one of America's Top 400 Financial Advisors.
Over the years, Bill has and does serve on the Boards of numerous non-profit organizations. Bill lives in Cincinnati, Ohio with his wife, Janet. They are blessed to have two daughters and three grandchildren. He enjoys time with his family, sports and travel.
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MO, MT, NC, NE, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VA, WI; General Securites Principal; General Securities Representative; Investment Advisor Representative
Lockwood began his career as an Advisor in 2010. He is a CERTIFIED FINANCIAL PLANNER™ who counsels clients in the areas of estate planning, charitable giving, tax planning, investment allocation, and has specialized knowledge in retirement planning, pulling together all facets of client’s financial and personal goals.
Prior to joining Morgan Stanley, Lockwood worked in his family’s homebuilding business. He received his Finance degree from the University of Denver. Lockwood is involved with Cincinnati Children’s Hospital through their Champions Club and various fundraising activities. He lives in Mt. Lookout with his wife and two daughters. In his spare time he enjoys family activities, golf, and volunteering at his church.
Securities Agent: AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, ME, MI, NC, NE, NJ, NV, NY, OH, PA, SC, TX, UT, WI; General Securities Representative; Investment Advisor Representative
On the Markets
Creating customized financial strategies for the challenges that today's families face.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
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Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
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