MY MISSION STATEMENT
Over 25 years of advising private clients with Morgan Stanley
Over 25 years of advising private clients with Morgan Stanley
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.
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
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.
Licenses and Registrations:
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.
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.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Creating customized financial strategies for the challenges that today's families face.
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.
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