William Creekbaum - Morgan Stanley Financial Advisor - RENO, NV
Morgan Stanley
William Creekbaum, CFP, CIMA, CRPS
Senior Vice President
Financial Advisor
Corporate Retirement Director
5390 KIETZKE LANE, SUITE 200
RENO, NV 89511
tel: (775) 823-8644
toll-free: (800) 755-6635 
fax: (775) 329-9578

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.

Associations
  • Financial Planners Association
    Member
  • Investment Management Consultants Association (IMCA)
    Member
  • Rotary Club of Reno
    President - 2009-2010
    Board Member
  • Business Owners Executive Council
    Morgan Stanley*
  • The Prospector's Club
    Member
  • Reno Rodeo
    Member
  • Carson City United Methodist Church
    Member
  • Estate Planning Council Of Northern Nevada
    Member
Services
  • Estate Planning
  • Wealth Management
  • Retirement Planning
  • Education Planning
  • Municipal Bonds
  • Financial Planning
  • Endowments and Foundations
  • Family Consulting
  • Qualified Retirement Plans
  • Long Term Care Insurance
  • Business Succession Planning
  • Defined Contribution Plans
  • Investment Policy Statements
  • Cash Management
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Insurance Services
  • Philanthropic Services
  • Alternative Investments
Education and Licensing
  • MBA - Finance
    University of Nevada-Reno
    Reno, NV
  • MPA - Economics
    University of Southern California
    Los Angeles, CA
  • Certified Investment Management Analyst
    Wharton School of Business
    University of Pennsylvania
    Philadelphia, PA
  • Certified Financial Planner
    College for Financial Planning
    Denver, CO
  • Professional Licenses:
    Series 7 - General Securities Representative
    Series 3 - National Comodities Futures
    Series 63 - Uniform State Exam
    Series 65 - Investment Advisory Agent
  • Health and Life Insurance Licensed
Honors and Recognition
  • 2009-2012 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
Business Experience
  • 1992 - Present: Morgan Stanley*

    Senior Vice President
    Certified Financial Planner
    Senior Investment Management Consultant
    Reno, NV
  • 1995 - 2012: Nevada Appeal Daily Newspaper

    Contributing Weekly Columnist
    Personal Finances
  • 1986 - 1994: United States Marine Corps

    Captain - Logistics and Infantry

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

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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