This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Coalition Greenwich is a division of CRISIL. William serves as a trustee for the American Inns of Court Foundation. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Still fearful of This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to NAPA to obtain or use the ranking. Investment performance is not a criterion. WebWilliam V Morgan Address: 2121 Kirby Dr Houston, TX 77019 Name: William V Morgan Address: 2121 Kirby Dr Houston, TX 77019 Email Address: wi***an***@yahoo.com Phone: (713) 5**-*604 Age: 79 years old Marital Status: Married Occupation: Professional / Technical Education: Completed Graduate School Homeowner: Homeowner 2019 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. In 1998, when Sara S. Morgan and her husband, Bill, first moved back to the city after living in Kansas City, that wasnt necessarily the case. Copyright 2023 LocatePeople.org. WebWilliams Morgan, P.C. In 2017, she was recognized as the oldest living graduate of Northwest and honored as Homecoming Grand Marshal. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. The award is the product of numerical scores in Greenwich Associates proprietary studies that are generated from the study interviews. The award is based upon a recipients application and not upon any qualitative or quantitative criteria relating specifically to ones position as a Financial Advisor. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. In 1986 he retired form M. W. Kellogg Construction Co. where he had worked as a Procurement Agent. He settled in Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. In addition to study interviews, the award is based on other criteria including assets under management and industry experience. Following military service, including a two-year separation, they moved to Columbia, Missouri, where June returned to school and earned his law degree from the University of Missouri. The family is honoring his wish of cremation and holding a Memorial Service Thursday, April 18th at 2:00 pm at Faith United Methodist Church, 2403 Rayford Road, Spring, TX 77386. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Source: Barron's.com (June 2016) 2016 Barron's Top 100 Women Financial Advisors ranking awarded in 2016. Ratings are based on the opinion of ISS Media and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Kinder Morgan Energy Partners is thriving and expanding amid the rising demand for natural gas - and throwing off fat payouts. Investment performance is not a criterion. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Washingtonians They Know Money bases its ratings on quantitative and qualitative criteria, including, but not limited to: surveys to Washington-area financial professionals, nominations submitted to them by firms based upon assets under management, degrees, and certifications. Investment performance is not a criterion. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 2023 Barron's Top 1,200 Financial Advisors: State-by-State. WebKinder Morgan Energy Partners (KMP) was founded in 1997 when a group of investors acquired the general partner of a small, publicly traded pipeline limited partnership (Enron Liquids Pipeline, L.P.) later renamed Kinder Morgan Energy Partners, L.P. [4] Its cofounder Rich Kinder had been the president of Enron. "I married the right girl, Shirley, and she gave me a beautiful family," he said. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. Source: napa-net.org (October 2018) awarded in 2018. Source: Barron's.com (April 2008) 2008 Barron's Top 100 Financial Advisors awarded in 2008. Source: Barron's.com (February 2014) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2014. You have funeral questions, we have answers. This ranking was determined based on an evaluation process conducted by ISS Media utilizing data from responses to the PLANADVISER Retirement Plan Adviser Survey as of Jan/Feb 2020. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 3/31/21 3/31/22. Investment performance is not a criterion. Investment performance is not a criterion. This ranking was determined through an evaluation process conducted by NAPA based on self-reported defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2021. Investment performance is not a criterion. Morgan was an unsuccessful candidate for election in 1832 to the Twenty-third Congress. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2018 - Dec 2019. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. 2017 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. 2019 Barron's Top 100 Women Financial Advisors. Investment performance is not a criterion. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to ASPPA in exchange for the award. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Institutional Consulting Teams ranking awarded in 2020. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2017 - Mar 2018. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. In lieu of flowers, the family requests donations be made to Faith UMC of Spring or Grace Hospice of Texas, 1300 North Sam Houston Parkway E Ste 175, Houston, TX 77032. Investment performance is not a criterion. Links are provided for reference only and MyLife.com does not imply any connection or relationship between MyLife.com and these companies. Source: Barron's.com (April 2011) 2011 Barron's Top 100 Financial Advisors awarded in 2011. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. This ranking is not indicative of the Financial Advisors future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. WebAccess located on the corner of Miku and Chiro Street and Castries is having a huge 50% off sale on all ladies clothing and accessories and 50% off on all kids clothing, toys, Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is not indicative of the Financial Advisors future performance. Source: ft.com (Apr 2013) 2013 Financial Times 400 Top Financial Advisors awarded in 2013. Source: napa-net.org (November 2017) awarded in 2017. For more information, see www.SHOOKresearch.com. William S. Morgan died September 3, 1878, while on a visit to Washington, D.C. and was interred in the Congressional Cemetery. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to the Financial Times in to obtain or use the ranking. 2018 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC or Forbes. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/15 - 6/30/16. 2022 Barron's Top 100 Private Wealth Management Teams. This ranking is not indicative of the Financial Advisors future performance. This ranking is not indicative of the Financial Advisors future performance. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. WebWilliam Frisco | Houston, TX | Morgan Stanley Wealth Management William Frisco, CFP Executive Director, Wealth Advisor, Senior Portfolio Management Director Direct: (713) 968-3074 Toll-Free: (800) 359-4358 Contact Me My Mission Statement Experience, intellectual capital and dedicated personal service to help you meet your life goals Source: Barron's.com (March 2023) Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2023. As we work together to map out a plan that helps achieve your financial goals, our goal is to learn what is important to you. 2018 Financial Times 401 Top Retirement Advisors. "At any time, I had to come up with split-second answers and be a great actor, and I still don't know how I managed it. Creating customized financial strategies for the challenges that todays families face. 2021 Barron's Top 100 Private Wealth Management Teams. Neither Morgan Stanley Smith Barney LLC nor any of its Financial Advisors pay a fee to the Baltimore Business Journal in exchange for the rating. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Neither the Financial Advisor nor Morgan Stanley Wealth Management pays a fee to REP. magazine in exchange for the ranking. Nominees must be retirement plan advisors with their own book of business and less than 40 years of age. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2018 Forbes America's Top Wealth Advisors. Investment performance is not a criterion. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2021 - Sept 2022. William regularly publishes papers and speaks at continuing legal education events. Explore insights on todays most important investment topics, including green bonds, active management, cybercrime and monetizing small business. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher) during the period from 3/31/17 - 3/31/18. 2020 Barron's Top 50 Private Wealth Management Teams. This evaluation was not based on a specific time period, but was conducted by Five Star Professional (FSP) that considered, among other factors, the following: 2021 Forbes America's Top Wealth Advisors. 1 midsize: Morgan Group builds on a family legacy. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2009 - Sept 2010. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron's to obtain or use the ranking. This ranking was determined based on an evaluation process conducted by Barron's during the period from Dec 2020 - Dec 2021. The invitation-only conference was held at The Breakers in Palm Beach, FL, from November 30th to December 2nd This exclusive conference is designed to promote best practices and generate new ideas across the industry. Source: napa-net.org (November 2016) awarded in 2016. 2010 Barron's Top 100 Women Financial Advisors. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. The rating is not indicative of the Financial Advisors future performance. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. This ranking is not indicative of the Financial Advisors future performance. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. This advisor, in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the annual Barrons Top Women Advisors Summit, hosted by Barrons magazine to promote best practices in the industry and the value of advice to the investing public. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. 2023 Forbes Americas Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (April 2023) Forbes Americas Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2023. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Refine Your Search Results All Filters 1 William S Morgan, 92 Resides in Florence, TX Lived In Kingsland TX Related To Annie Morgan Includes Address (3) Phone (1) Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning. Source: Barron's.com (April 2016) 2016 Barron's Top 30 Institutional Consultants ranking awarded in 2016. He also struggles with twinges of guilt for the family he left behind his parents and siblings who died at the hands of the Nazis. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Gene Vickrey officiating. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. Nominees must be individual advisor team/offices with a defined contribution book of business, in a single physical location. Rankings are based on the opinions of Barron's and this ranking may not be representative of any one clients experience. 2016 Barron's Top 100 Women Financial Advisors. Source: Barron's.com (April 2020) 2020 Barron's Top 50 Private Wealth Management Teams ranking awarded in 2020. The list of the 300 Most Influential DC Advisors was selected from more than 120,000 reader votes as well as from input from last years Top 40 Advisors and from distributors working with the advisors. For more information, see www.SHOOKresearch.com. Generator vs power station: Which one is right for you? Source: Barron's.com (April 2009) 2009 Barron's Top 100 Financial Advisors awarded in 2009. William has many family members and Bill Morgan escaped the Nazi occupation of Poland at the age of 16 by sneaking out with a friends identification papers. Ways to honor William Morgan's life and legacy. This ranking is based on quantifiable and objective criteria, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors pay a fee to On Wall Street in exchange for the rating. PLANADVISER Top 100 Retirement Plan Advisers 2020. Graystone Consulting, a business of Morgan Stanley Smith Barney LLC. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. Investment performance is not a criterion. Ratings are based on the opinion of the Financial Times and may not be representative of any one clients experience nor indicative of the financial advisors future performance. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top young advisors. This ranking is based on a mixture of qualitative and quantitative measures, including tenure in the business, focus on retirement plan business as a percentage of practice revenue, willingness to serve in a fiduciary role to clients plans, and a review of essay answers and compliance records. 2015 NAPA's Top Retirement Plan Advisors Under 40 (Young Guns). Investment performance is not a criterion. 2017 Barron's Top 30 Institutional Consultants. Barron's Top Women Advisors Summit Attendees 2020. Morgan Stanley Smith Barney LLC is not affiliated with Barron's. Nominated advisors are then asked to complete an extensive survey. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking was determined based on an evaluation process conducted by the Financial Times during the period from 9/30/13 - 9/30/14. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. You will have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. Chicagos Notable Financial Advisors 2018, October 22, 2018, as appearing in Crains Chicago Business, is based on nominations made to Crains. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. DESPITE surviving the Holocaust in Europe as a Jew posing as a Christian farmer, then starting a lucrative building and development business in Houston, Bill Morgan, 79, only recently allowed himself to feel like the American success story he personifies. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one clients experience. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to PLANADVISER or ISS Media to obtain or use the ranking. 10am-12pm 1360 Westgate Way, Richland, WA 99352 RETTER & COMPANY SOTHEBY'S INTERNATIONAL REALTY $740,000 3 bds 2 ba 2,851 sqft - House for sale 15 hours ago 1250 Fuji Way, Richland, WA 99352 WINDERMERE - HORSE HEAVEN HILLS $597,700 4 bds 3 ba 2,883 sqft - She is survived by her sister, Lila Belle (Vance) Nash, of Platte City, Missouri; her three children, William Vance (Sara) Morgan, of Houston, Betty Ann Morgan, of Lee's Summit, Missouri, and John Lee (Marcia) Morgan, of Springfield, Missouri; six grandchildren, Michael (Chrissi) Morgan, Catherine Morgan, Jaime Leanne (Andy) Simons, Matthew Osborne, John Paul (Marti) Morgan and Amanda Morgan; ten great-grandchildren, Emma, Will M., Kate, Morgan, Alex, Cameron, Will S., Maddie, Jackson and Silas; and niece Jo Karen (Bill) Brown. Their uncle (this Morgan's brother) George P. Morgan (1820-1861) enlisted in the Confederate States Army, was captured at a skirmish near Camp Bartow in October 1861, and died at Camp Chase, the same Ohio prisoner of war camp which Stephen A. Morgan would survive years later.[3]. Learn about our security measures and use our resources and ideas to help protect yourself online. Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees must be women retirement plan advisors with their own book of business. Source: Forbes.com (June 2019) 2019 Forbes Top Next-Gen Wealth Advisors ranking awarded in 2019. This ranking was determined based on an evaluation process conducted by ISS Media during the period from 1/1/18 12/31/18. As such the award is not representative of any clients experience nor is it indicative of the Financial Advisors future performance. Source: Barron's.com (June 2021) 2021 Barron's Top 100 Women Financial Advisors ranking awarded in 2021. Barrons is a registered trademark of Dow Jones & Company, L.P. All rights reserved. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. After a few years, Morgan made his way to Houston, and bought his first small business with savings from his meager earnings from selling shoes. Ratings are based on the opinion of NAPA and may not be representative of any one clients experience nor indicative of the advisors future performance. Morgan, Jr. and wife, Terrie; daughter, Vickie Smith and husband, Ron; Granddaughter Lisa Vanarsdel and husband, Clayton, and their two sons, Bradley and Cody; grandson, Will Morgan and wife, Lydia; and granddaughter, Ann Morgan.

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