ADVISOR BIO

William L. Braude is a financial advisor at J.P. Morgan Securities LLC. William has been working in the financial industry since 2014, and currently holds licenses in Florida and Texas. William has a proven track record of success in providing financial advice to individuals, corporations, and charitable organizations. Previous to his current role, William worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., and Wells Fargo Advisors, LLC. William has a deep understanding of the financial markets and is committed to providing his clients with the best possible advice and service.

SPECIALIZATIONS

ADVISOR BIO

William Kaiser Fischer has been in the financial industry since November 1995 and is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. William has a diverse background having previously worked at MURPHEY, MARSEILLES, SMITH & NAMMACK, INC., PAINEWEBBER INCORPORATED, and OPPENHEIMER & CO., INC. William is licensed to conduct securities business in 29 states and is also a registered investment advisor in 2 states.

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ADVISOR BIO

William Hubert Fitzgerald is a financial advisor with over 4 years of experience in the industry. William is registered with Stifel, Nicolaus & Company, Inc. and holds a Series 7, Series 66, and SIE license. William provides financial planning, portfolio management for individuals and businesses, and pension consulting services.

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ADVISOR BIO

William Michael Dixon is an active Registered Representative and Investment Advisor Representative with Morgan Stanley. William has been in the financial services industry since June 2000. William's current registrations include Series 7, Series 31, and Series 66. William holds a Series 66 license with a Uniform Combined State Law Examination passing date of June 28, 2000. William is registered with Morgan Stanley in Florida and Texas. William is also registered in 46 states and District of Columbia as a Broker-Dealer. Prior to joining Morgan Stanley, William worked for both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. in Jacksonville, FL.

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ADVISOR BIO

William Harold Corley is a registered representative with 1st Discount Brokerage, Inc. and has been in the industry since 1985. William has experience working with high-net-worth individuals, corporations, pension plans, and charitable organizations. William has a diverse range of experience in the financial services industry and holds a variety of licenses and certifications, including Series 7, 24, 31, 52, 53, 55, 57, 63, 65, 79, 99, and SIE. William also provides financial planning and portfolio management services to clients.

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ADVISOR BIO

William Harrington Murphy is a financial advisor registered with Wells Fargo Clearing Services, LLC. William has been in the financial industry since 2005. William has a background in investments and provides financial planning services to both individuals and businesses. William is also registered to provide investment advisory services in Texas and Florida.

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ADVISOR BIO

William Louis Waters is an active financial advisor with Raymond James & Associates, Inc. William has been in the financial industry since March 8, 2000. William is registered in 31 states and has passed the Series 66, Series 7, and SIE exams. William has a strong track record of providing financial advice to individuals, corporations, and high-net-worth individuals. In addition to his work with Raymond James, William is also a partner in Jobil Properties LLC and owns rental real estate.

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ADVISOR BIO

William Dale Kline is a financial advisor with Wells Fargo Advisors Financial Network, LLC. William has been in the industry since 2001. William has experience working with Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated, as well as other firms. William has a strong background in financial planning and portfolio management and is registered to provide investment advisory services in several states. William has a Series 3, 7, 9, 10, 66, and SIE license. William is also a registered principal.

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ADVISOR BIO

William Levy is a financial advisor with over 30 years of experience in the industry. William is currently registered with Morgan Stanley, a leading financial services firm, and provides advisory services to a wide range of clients including individuals, corporations, charitable organizations and high-net-worth families. William is also a board member of St. Andrews Property Owners Association, where he serves as the Chairman of the Finance Committee and Treasurer.

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ADVISOR BIO

William Andres Gomez-moller is a registered investment advisor representative with UBS Financial Services Inc. William has been in the industry since 2012. William has a Series 66, Series 7, Series 31, and Series 56 license. William is registered with FINRA and is currently licensed in Florida, New Jersey, and Texas. William has experience working with PEAK6 PERFORMANCE MANAGEMENT LLC and PEAK6 CAPITAL MANAGEMENT LLC. William's office is located at 550 BILTMORE WAY, 7TH, 9TH & 10TH FLOOR, CORAL GABLES, FL 33134.

SPECIALIZATIONS