William L Currie

Senior Vice President, Financial Advisor

Contact Me
William L Currie

MY MISSION STATEMENT

Over 25 years of advising private clients with Morgan Stanley

My Story and Services

Biography

An experienced Financial Advisor, Bill Currie has provided advice, guidance and personal service to private clients for more than 25 years with the local office of Morgan Stanley. Bill is a registered investment professional, who has earned further distinctions as a Financial Planning Specialist, Investment Management Consultant and has achieved acceptance in the firm’s Portfolio Management program. He also previously served as the Resident Manager of the local office. Bill strives to establish long-term relationships with clients and is committed to serving the individual needs of each client through a disciplined approach developed over years of experience.

Access to Private Banking >

Services Include

  • Financial Planning
  • Philanthropic Services
  • Planning for Education Funding
  • Retirement Planning
  • Wealth Management

BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TX, UT, VA, VT, WA, WI, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 616645


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Experience

Experience

Education:

  • B.S. - Syracuse University, 1977
    School of Management
    Syracuse, NY

Business Experience:
  • 1978 - 1984: The Pillsbury Company
    Account Executive
    Albany, NY
  • 1985 - Present: Morgan Stanley
    Senior Vice President
    Financial Advisor

Licenses and Registrations:

  • Series 7 - NYSE/NASD, 1985
    General Securities Registration

  • Insurance Licensed:
    Life, Accident and Health, 1985

  • Consulting Group Associate, 1990
    Smith Barney Consulting Group University

  • Series 65, 1991
    Investment Advisory Agent

  • Financial Planning Specialist, 2003
    Completed Financial Planning Training Program

  • Series 9 - Branch Office Manager, 2010
    Options Registration

  • Series 10 - Branch Office Manager, 2010
    General Securities Registration

Client Service Team

Client Service Team

Crista Gee

Senior Registered Associate


Crista Gee brings 30 years of knowledge and experience to the team. After spending 5 years in the retail business, she joined what was then Shearson Lehman Brothers Holding in 1983, a predecessor firm of Morgan Stanley.   As wire operator, she learned all back office operations.  She became a sales assistant in 1993.  Three years later, she was named Branch Administrator and served in that capacity for four years. Crista obtained her Series 7 and 63 licenses in 2004, and became a Registered Client Service Associate. She has worked with Bill Currie for over 20 years.

 

Crista and her husband Ed are avid motorcycle enthusiasts. They participate in several charity rides with their friends each year.

Sarah Yunger

Client Service Associate


A native of Groton, NY, Sarah recently relocated to the Ithaca area after living in Hawaii.

 

Sarah has a background in data management for a college admissions office and has experience in retail management and customer service.

 

Sarah is a graduate of Toccoa Falls College, Toccoa, Georgia. She lives in Ithaca with her daughters and their American bulldog. She enjoys spending time with her family, exploring the great outdoors and photography.

Associations

Associations

  • Estate Planning Council of Tompkins County
  • Community Foundation of Tompkins County
  • Ithaca Rotary Club
  • Country Club of Ithaca
  • Family and Children's Service of Ithaca
  • Corporate Sponsor of Women Swimmin' for Hospicare
  • Century Club at Morgan Stanley Wealth Management

Location

Location

  • 130 East Seneca St, Suite 500
  • Ithaca, NY 14850


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact William L Currie today.

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