William R. Zeuner CFP® - Morgan Stanley Financial Advisor - West Conshohocken, PA
Morgan Stanley
William R. Zeuner CFP®, CFP
Financial Advisor
Associate Vice President, Wealth Management
100 Front St., Suite 600
West Conshohocken, PA 19428
tel: (610) 260-8621
toll-free: (800) 347-4305 
fax: (610) 260-8633

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.

  • BNI (Business Networking International)
    Plymouth Meeting, PA
  • Italian American Club Of Sea Isle City
    Sea Isle City, NJ
  • Financial Planning
  • Fixed Income
  • Qualified Retirement Plans
  • Professional Portfolio Management
  • Retirement Planning
  • Asset Management
  • Business Succession Planning
  • Structured Settlement Annuities
  • Executive Financial Services
  • Insurance Services
  • Access to Lending Services
  • Business Planning
  • Family Consulting
  • Philanthropic Services
  • Structured Products
  • 401(k) Rollovers
  • Alternative Investments
  • Endowments and Foundations
  • Life Insurance
  • Wealth Management
  • 529 Plans
  • Annuities
  • Education Planning
  • Estate Planning Strategies
  • Long Term Care Insurance
  • Municipal Bonds
Education and Licensing
  • BS Finance –2000
    Richard Stockton College
  • Certified Financial Planner Designation, CFP – 2005
    College of Financial Planning
  • Series 7, 63, 65, 3, Life, Health, Disability and Long Term Care
Honors and Recognition
  • 2010 – Albert Gallatin Award
    Wells Fargo Advisors
  • 2011 –Premier Advisor Award
    Wells Fargo Advisors
  • 2012 –Philadelphia 5 Star Wealth Managers Award
  • 2014 –Philadelphia 5 Star Wealth Managers Award
  • 2015 –Philadelphia 5 Star Wealth Managers Award
Business Experience
  • July 2013 - Present: 
    Morgan Stanley*
    Financial Advisor
    Associate Vice President
    West Conshohocken, PA

  • 2008 - 2013: 
    Wells Fargo Advisors
    Financial Advisor/First Vice President
    Conshohocken, PA

  • 2000 - 2008: 
    Wells Fargo Advisors
    Financial Consultant
    Linwood, NJ

Bulletin Board
  • See May On the Markets from the Global Investment Committee featuring

    “Another Brick in the Wall” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says the stock market has shrugged off a lot of dysfunction in Washington, unsettling news from abroad and an anemic GDP report. Stocks are working their way higher thanks to strong earnings growth.

    “In Europe, This Year Is Really Different” Politics commands the headlines, but the equity markets are looking at the improved fundamentals and they like what they see, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    “The Opportunity in Japanese Equities” For most of the past two months, so-called safe haven assets like the Japanese yen rose as investors started to question global reflation, and the higher yen pushed Japanese equities to the back of the global equity pack. Lisa Shalett, who heads up Wealth Management Resources and Investment & Portfolio Strategies, says the fundamentals suggest Japan should be a leader of the pack by the end of the year.

    • Plus, look for more on economics, investment strategy, fixed income, municipal bonds and a Healthcare Q&A featuring Andy Acker of the Janus Global Life Sciences Strategy Fund.

  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing and Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

  • As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—to talk to us about your business needs, too, call or email us.

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

William R. Zeuner CFP® holds the following registrations:
Securities Agent: AZ, CA, CO, DC, DE, FL, IL, MA, MD, MI, NC, NJ, NM, NY, PA, SC, TX, VA, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1282653

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