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Bill Morrissey profile image

Bill Morrissey

Senior Wealth Advisor, Partner at EP Wealth Advisors
Intro Book
Bill Morrissey is a seasoned financial expert with 39 years of experience, offering retirement planning, wealth management, and investment advisory services to high net worth individuals in Mt. Vernon, Washington.
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Location
Mount Vernon, Washington, United Stat...
Skills
  • Retirement Planning
  • Financial Planners
  • Investment Advisory
  • Wealth Management
  • Financial Services
  • Show all
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Bio

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Bill Morrissey is a seasoned financial expert with a proven track record in retirement planning, wealth management, and investment advisory services. As a Senior Wealth Advisor and Partner at EP Wealth Advisors, he has been guiding high net worth individuals since 2021. With a distinguished career spanning over 39 years, Bill has founded and led Sound Financial Planning, a comprehensive fee-only financial planning firm, and has held senior leadership positions at Islander Lopez and Gerke-Morrissey Inc. Throughout his career, Bill has developed a unique expertise in estate planning, trusts, and real estate investments. He holds a CFP License from the College for Financial Planning and has extensive experience in commercial and residential real estate brokerage. His leadership and expertise have earned him a reputation as a trusted advisor to clients seeking peace of mind and a roadmap for their financial futures. Bill's expertise spans a range of areas, including financial planning, investment advisory, wealth management, and estate planning. With his extensive experience and commitment to delivering exceptional results, he is well-positioned to provide guidance and support to individuals seeking to achieve their financial goals.

Experience

  • EP Wealth Advisors
    • Mt. Vernon and Friday Harbor, Washington
    • Senior Wealth Advisor, Partner
      • Nov 2021 - Present
      • Mt. Vernon and Friday Harbor, Washington
  • Sound Financial Planning Inc.
    • Mt. Vernon and Friday Harbor, Washington
    • President, Senior Partner, Wealth Advisor
      • Jun 1982 - Nov 2021
      • Mt. Vernon and Friday Harbor, Washington

      Bill founded Sound Financial Planning in 1982 to assist clients in achieving their life dreams. They were a comprehensive fee-only financial planning firm that created peace of mind now and a roadmap for the future.

  • Managing Partner, Islander Lopez
    • Lopez, Washington, United States
    • Managing Partner
      • 1980 - 1982
      • Lopez, Washington, United States

      Managing partner for a major resort in the San Juan Islands.

  • Page and Associates Real Estate, Schwarz and Sc...
    • Greater Seattle Area
    • Residential and Commercial Real Estate Broker/Developer
      • 1971 - 1980
      • Greater Seattle Area

      Bill was a residential real estate broker for 4 years and a commercial real estate broker for 3 years specializing in apartments. He also owned and managed a substantial real estate investment portfolio and was President of two real estate development companies.

Education

  • 1982 - 1984
    College for Financial Planning

Suggested Services

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Industry Focus. “Financial Services”

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