Broker Check
William N. Morrison, CPA, CFA, CFP®

William N. Morrison, CPA, CFA, CFP®

Financial Advisor

Joined:

November 2020 

Education:

Master's degree in Accounting from Bradley University

Industry Credentials:

Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Certified Financial Planner® (CFP) 
Series 7 and 66 

Specialty:

Financial Planning: Will focuses on working with clients as their trusted advisor, designing customized financial plans to help clients attain personal and financial goals. Will has experience planning for clients in the areas of wealth management, asset protection, estate, and retirement planning, as well as retirement income strategies and tax planning. Will frequently works with working age families who have children at home or recent empty nesters, and those going through a major life changes. 

Community Involvement:

  • Will is active in the Boy Scouts of America, Cubmaster for Cub Scout Pack 3006 in Appleton
  • Bay Lakes Council Audit Committee
  • Gathering Waters Membership Committee
  • Jefferson Elementary School PTA, Past President 
  • Fox Cities Backpackers Club, Founder
  • Milwaukee Chapter of CFA Institute, Member

Get to Know Me:

Will resides in Appleton with his wife Ginger and three children, Donald, Dagny, and Lela, as well as their dog Rosie (Corgi).

Will has taught accounting and finance since September 2008 at the University of Wisconsin-Oshkosh where he is passionate about teaching his students about financial planning. In fact, Will was the professor for 6 of the Mersberger Financial Group staff!  

He loves to road trip and tries to visit Yellowstone National Park each summer. He and his family enjoy camping around Northern Wisconsin, Michigan’s Upper Peninsula, and Washington Island.

Will speaks Chinese and is obsessed with Chinese food.  He loves dogs, backpacking, and playing all sorts of board games.