William Morrison

William has 37 years of experience in all aspects of the markets, with a focus on emerging technology companies. He handles all of his clients with a consultative strategy, to solve client needs and aspirations. William holds his Series 7, 63 and 65 and is a proud alumnus of Santa Barbara City College where he received his AA Business Administration degree.  

William is an active member of his community and within the Antiochian Orthodox Archdiocese of North America, where he currently serves as Member of the Investment Committee and Chair of the Department of Stewardship; as well as being a retired member of the Board of Trustees.  

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