Morgan Stanley has announced that Bill T. Wilson III, a Financial Advisor in the firm’s Wealth Management office in Rockport, has been awarded the Certified Financial Planner™ certification.
Wilson has worked at Morgan Stanley Wealth Management since 2018. In addition to providing financial planning services, he provides a variety of other advisory and non-advisory financial services, including brokerage services, to clients who seek such services.
“Our team is proud of Bill’s well-earned achievement and his continued commitment to excellence,” said Michael Farah, Branch Manager of Morgan Stanley Wealth Management’s Rockport office. “His dedication to expanding his skills will build upon our comprehensive planning capabilities and improve how we service our clients.”
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
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