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William J. Horn
William J. Horn
Financial Advisor
Financial Planning Specialist
1 Citizens Plaza
Suite 600
Providence, RI 02903
tel: 401-276-5930
toll free: 800-556-7757
fax: 401-861-2470
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • Warren / Barrington Rotary
    Warren, RI- President
  • East Bay Chamber of Commerce Member
  • Kiwanis Club of Greater of Seekonk
    Seekonk, MA
  • RILAX board member
Education and Licensing
  • BS - Mass Communication
    Emerson College
  • Financial Planning Specialist Designation
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Variable Annuity Insurance Licensed
Services
  • Qualified Retirement Plans
  • 401k Rollovers
  • Wealth Management
  • Insurance Services
  • Lending Services
  • Socially Responsible Investing
Business Experience
  • 2006-Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Providence, RI
  • City Sports
    Regional Manager
    Boston, MA
Bulletin Board
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
  • A key component of any financial plan is life insurance. Speak to us about receiving a complimentary insurance review.
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
William J. Horn is licensed in the following state(s): CA, CT, FL, MA, ME, NC, NH, NY, RI
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
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.
FEATURED REPORTS

On the Markets (pdf)

Insights: Geopolitical Monthly (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
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