William N. Morrison, CPA, CFA, CFP®

Financial Advisor

Certified Public Accountant (CPA)
Chartered Financial Analyst (CFA)
Certified Financial Planner® (CFP)
Series 7 and 66
Life, Health, and Disability Insurance License

Education

Master's degree in Accounting from Bradley University

Joined

November 2020

Specialty

Financial Planning: Will focuses on working with clients as their trusted advisor, designing customized financial plans to help clients attain personal and financial goals. Will has experience planning for clients in the areas of wealth management, asset protection, estate, and retirement planning, as well as retirement income strategies and tax planning. Will frequently works with working-age families who have children at home or recent empty nesters, and those going through major life changes.

Community Involvement
  • Will is active in the Boy Scouts of America, Cubmaster for Cub Scout Pack 3006 and Assistant Scoutmaster for Troop 2 in Appleton
  • Bay Lakes Council Audit Committee
  • Gathering Waters Membership Committee
  • Jefferson Elementary School PTA, Past President
  • Fox Cities Backpackers Club, Founder
  • Milwaukee Chapter of CFA Institute, Member
Get to Know Me

Will resides in Appleton with his three children, Donald, Dagny, and Lela, as well as their dogs Rosie and Pancho (Corgi), and cat Scar.

Will has taught accounting and finance since September 2008 at the University of Wisconsin-Oshkosh where he is passionate about teaching his students about financial planning. In fact, Will was the professor for 6 of the Mersberger Financial Group staff!

He loves to road trip and tries to visit Yellowstone National Park each summer. He and his kids enjoy camping around Northern Wisconsin, and Michigan’s Upper Peninsula.

Will speaks Chinese and is obsessed with Chinese food. He loves dogs, backpacking, judo, and playing all sorts of board games.

Expertise

Written by: William N. Morrison

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