William Berrall, CFP®

William Berrall, CFP®

Financial Advisor, Managing Director - Investments

Phone: (262) 798-3786
Fax: (262) 798-3595
E-mail:
 

Bill Berrall's areas of focus include: retirement planning, equities, bonds, income planning, and estate planning strategies. He grew up in the Milwaukee area and graduated from the University of Wisconsin at Madison. Bill joined Dean Witter as a Financial Advisor in 1978 and continued to serve clients at Morgan Stanley (Dean Witter) for nearly 31 years. During that time he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and managed several Milwaukee area offices for Morgan Stanley. He lives in Menomonee Falls with his wife, Jeannie, and enjoys traveling, hiking, camping, canoeing and spending time with his ten grandchildren.