William Zeuner - Morgan Stanley Financial Advisor - West Conshohocken, PA
Morgan Stanley
William Zeuner, 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.

Associations
  • BNI (Business Networking International)
    Plymouth Meeting, PA
  • Italian American Club Of Sea Isle City
    Sea Isle City, NJ
Services
  • 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 March On the Markets from the Global Investment Committee featuring

    “The Envelope, Please!”  Stocks and bonds typically move in opposite directions depending on market expectations for economic growth, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co.  Stocks like growth, bonds do not. So far this year, both markets are rallying. Which one is right? 

    • “Fiscal Easing Near Full Employment” Aggressive fiscal policy is usually an antidote for high unemployment. Now, unemployment is low and forecasted to go lower yet President Trump campaigned on a stimulus platform. How will it play out? Hard to say, says Andrew Sheets, Morgan Stanley & Co.’s chief cross-asset strategist, because there are so few examples. 

    • “Why We Are Bullish on China” Morgan Stanley & Co.’s economists and strategists recently published a major report on their long-term outlook for China. They see the country becoming a high-income nation (as defined by the World Bank guidelines) within the next 10 years. If so, that has major consequences inside and out of the country. 

    • Plus, look for more on investment strategy, equities, bonds and alternative investments.

  • 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 Zeuner 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

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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