William E. Frisco,  CFP<sup>&reg;</sup> - Financial Advisor

William E. Frisco, CFP®

Senior Vice President - Investments

Morgan Stanley

5065 Westheimer Rd
Houston, TX 77056-5605
(713) 471-2221

General

William Frisco is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - MBA

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Insurance, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources