William J. Berrall, CFP®

For over 40 years, Bill has specialized in serving families for multiple generations to simplify their investment planning needs for years to come. Bill helps families implement comprehensive retirement, income, and estate planning strategies and deploys his expertise of bonds and equities in order to achieve their unique long-term financial goals.

In 1972, Bill graduated from the University of Wisconsin-Madison. Upon graduation, he began working in marketing and public relations until 1978 when he left that field to pursue a career in the financial services industry with Dean Witter. Bill had a successful transition into the world of finance and went on to manage several branch offices for Morgan Stanley; he even became a CERTIFIED FINANCIAL PLANNER™ professional in 1984.

When away from the office, Bill and his wife Jeannie stay busy keeping up with their large family. Together they have 4 adult children and 11 grandchildren. On a typical weekend, you can find the family spending time together outdoors camping, canoeing, and hiking. Some of Bill’s favorite hobbies include riding his motorcycle, reading, writing, and traveling with his wife.