William Creekbaum

CFP, CIMA, CRPS, Senior Vice President, Financial Advisor, Senior Investment Management Consultant, Senior Portfolio Manager, Corporate Retirement Director

Contact Me
William Creekbaum

MY MISSION STATEMENT

Experience, intellectual capital and dedicated personal service to help you meet your life goals

My Story and Services

Welcome

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

In 1992, I began working at Morgan Stanley where I brought my understanding of business, human relations, market focus, and long-range planning.  Since that time, I have combined my knowledge with Morgan Stanley’s top-ranked equity and bond research, international financial activities reports, and professional portfolio management services to help develop strategies and solutions for clients’ short-, mid-, and long-term financial problems and goals.

I strive to assist each of my clients in establishing personalized financial goals and directions by focusing on using professional portfolio management.  This allows for strategic planning in order to help accomplish estate preservation, retirement planning, and wealth accumulation.

I reside in Reno, Nevada where I enjoy reading, running, and skiing. 


 

Access to Private Banking >

Services Include

  • Wealth Management
  • Retirement Planning
  • Estate Planning Strategies
  • Qualified Retirement Plans
  • Alternative Investments
  • Business Succession Planning
  • Cash Management
  • Defined Contribution Plans
  • Endowments and Foundations
  • Financial Planning
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Planning for Education Funding
  • Planning for Special Needs Individuals
  • Sustainable Investing

Securities Agent: AK, AZ, CA, CO, CT, FL, GA, HI, ID, KY, MA, MI, MN, MS, NC, NM, NV, NY, OR, PA, SD, TX, UT, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1282443


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

Awards & Associations

Honors and Recognition

      • 2009-2017: Master's Council
      • 2003-2008: President's Council
      • 1999-2002: Century Council
      • 1997-1998: Blue Chip Council
      • 1994-1996: Performance Council
      • Beta Gamma Sigma
        Honorary Business Society

Associations

      • Financial Planners Association
        Member
      • Investments & Wealth Institute
        Member
      • Rotary Club of Reno
        President: 2009-2010
        Member
      • The Prospector's Club
        Member
      • Reno Rodeo
        Member
      • Carson City United Methodist Church
        Member
      • Estate Planning Council Of Northern Nevada
        Member
      • University of Nevada, Reno Planned Giving Advisory Council
        Chairman
      • Community Foundation of Western Nevada
        Member- Investment Committee


Experience & Education

Date

Experience

1992 - Present

Morgan Stanley
Senior Vice President
Certified Financial Planner™
Senior Investment Management Consultant
Corporate Retirement Director

1995 - 2010:

Nevada Appeal Daily Newspaper
Contributing Weekly Columnist Personal Finances

1986 - 1994:

United States Marine Corps
Captain -Logistics and Infantry

                       Education

2001

                                  Certified Investment Management Analyst 
                                    Wharton School of Business University of Pennsylvania 
                                    Philadelphia, PA

1999

                                  Certified Financial Planner™ 
                                    College for Financial Planning
                                    Denver, CO

1995

                                  Masters of Business Administration (MBA)- Finance
                                    University of Nevada, Reno

1990

                                  Masters of Public Administration (MPA) - Economics 
                                    University of Southern California

1986

                                   Virginia Tech


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

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

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

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

Mosaic

Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

Ready to start a conversation? Contact William Creekbaum today.

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