William Creekbaum - Morgan Stanley Financial Advisor - RENO, NV
Morgan Stanley
William Creekbaum, CFP, CIMA, CRPS
Senior Vice President
Financial Advisor
Corporate Retirement Director
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.

  • Financial Planners Association
  • Investments & Wealth Institute- Member
  • Rotary Club of Reno
    President - 2009-2010
    Board Member
  • The Prospector's Club
  • Reno Rodeo
  • Carson City United Methodist Church
  • Estate Planning Council Of Northern Nevada
  • University of Nevada, Reno Planned Giving Advisory Council- Chair-Elect
  • Estate Planning Strategies
  • 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
  • Cash Management
  • Planning for Special Needs Individuals
  • Socially Responsible Investing
  • Insurance Services
  • Philanthropic Services
  • Alternative Investments
Education and Licensing
  • MBA -
    University of Nevada-Reno
    Reno, NV
  • MPA -
    University of Southern California
    Los Angeles, CA
  • BA-
    Virginia Tech
  • 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
  • Chartered Retirement Planning Specialist®
Honors and Recognition
  • 2009-2016 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 Corporate Retirement Director 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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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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

NMLS#: 1282443

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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