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William Gates
William Gates
Financial Advisor
Financial Planning Specialist
4450 Old Canton Road
Suite 100
Jackson, MS 39211
tel: 601-321-7761
toll free: 800-227-2020
fax: 601-321-7739
Email Me
Welcome Education Honors Services
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Education and Licensing
  • Bachelor of Arts, 2004
    University of Mississippi
    University, MS
  • Bachelor of Business Administration, 2004
    University of Mississippi
    University, MS
  • Financial Planning Associate Designation
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 31 - Managed Futures
  • Life Insurance
Honors and Recognitions
  • Smith Barney Blue Chip Award
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Corporate 529 Plans
  • Business Succession Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Certificates of Deposit
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
  • To see timely market data, including CD Rates, Quotes and MarketWatch, click on Key Links on the left.
William Gates is licensed in the following state(s): AK, AL, AR, CA, DC, GA, IL, KY, LA, MI, MS, NC, OK, TN, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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