Years of Experience
5-20+ Years
West Palm Beach, FL
41 Years Experience
0 Disclosures
ADVISOR BIO
William F. McKenna is an investment advisor representative at Morgan Stanley and has been in the financial industry for over 40 years. McKenna has a wealth of experience working with a diverse clientele, including high-net-worth individuals, corporations, and institutional investors. William's expertise includes financial planning, portfolio management, and investment advice. He holds several licenses and registrations, including Series 7 and Series 63. McKenna is a dedicated and experienced advisor committed to helping clients achieve their financial goals.
SPECIALIZATIONS
West Palm Beach, FL
30 Years Experience
4 Disclosures
ADVISOR BIO
William Arden Burnett is a financial advisor with over 25 years of experience in the financial services industry. William Burnett has been with Morgan Stanley since February 2017. William Burnett has been registered with FINRA since May 1994. William Burnett is also a Certified Financial Planner. William Burnett has previously worked with MBSC Securities Corporation and Northern Trust Securities, Inc.
SPECIALIZATIONS
WEST PALM BEACH, FL
20 Years Experience
0 Disclosures
ADVISOR BIO
William Allen Webb, Jr. is a Registered Representative (RR) with Rivernorth Capital Management, LLC. William has 21 years of experience in the securities industry. Prior to joining Rivernorth, William held positions at Deutsche Bank Securities Inc., PrimeVest Financial Services, Inc., ADM Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a Chartered Financial Analyst (CFA) and holds the Series 3, 7, and 66 licenses. William Allen Webb, Jr. is registered with FINRA as an RR and with the State of Illinois as an Investment Advisor Representative (IAR).
SPECIALIZATIONS
West Palm Beach, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Yue Shen is a registered representative with Morgan Stanley. Yue has been in the financial services industry since July 2014 and is currently registered with the state of Florida and Texas. Yue also holds Series 66, Series 7, and SIE licenses. Yue's areas of specialization include retirement planning, investment planning, college savings, insurance and estate planning. Yue's current employment is with Morgan Stanley and they are located in West Palm Beach, FL.
SPECIALIZATIONS