ABOUT US

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

William S. Morris, ChFEBC, is a Chartered Federal Employee Benefits Consultant and a Financial Advisor for Sarasota Financial Group, Inc., SFG Federal and Long Term Care 4 Vets, specializes in financial and retirement planning for federal employees and VA veterans.  Bill conducts pre-retirement planning seminars and briefings, focusing on Retirement Income Planning, Government Pensions, Survivor Benefits, Federal Employees' Group Life Insurance (FEGLI) and Thrift Savings Plans (TSP) for federal employees.

Bill has more than 40 years of experience in the financial industry. He started in 1978 with Merrill Lynch and as a clerk on the floor of the Chicago Board of Options Exchange. While attending Northeastern University in Boston and the University of Illinois in Chicago, he interned with Bear, Stearns & Co., as a Trade Specialist, managing the Chicago order desk, and in New York on the institutional trading desk.  He acquired his first trading seat as a bond trader on the Chicago Board of Trade in January of 1985. During this time Bill instructed and co-managed several trading firms in Chicago.

Moving to Florida in August of 1996, Bill worked for Merrill Lynch as a Financial Consultant while at the same time co- managing a Jackson Hewitt accounting and tax preparation firm for 3 years. He has held his Series 7 General Securities and Series 63 licenses since April of 1988, and his Series 65 Investment Advisor license since August of 1998. He is also a licensed agent in Life and Health Insurance and Variable Annuities. Bill uses his experience and knowledge to customize detailed financial plans that help federal employees minimize their expenses, while maximizing their retirement income and protecting their family's legacy.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.