William Berrall, CFP®

William Berrall, CFP®

Senior Vice President - Investment Officer

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

Bill Berrall grew up in the Milwaukee area and went to school at the University of Wisconsin at Madison.  He joined Dean Witter 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™ certification and managed several Milwaukee area offices for Morgan Stanley.  His areas of focus include retirement planning, equities, bonds, income planning, and estate planning strategies.  He lives in Menomonee Falls with his wife, Jeannie, and enjoys spending time with his nine grandchildren.