Michael A. Wills - Morgan Stanley Smith Barney Financial Advisor - Tampa, FL
Morgan Stanley Smith Barney
Michael A. Wills
Financial Advisor
Financial Planning Associate
100 North Tampa Street
Suite 3000
Tampa, FL 33602
tel: (813) 227-2089
toll-free: (800) 282-0655 
fax: (813) 227-2070

Your financial success is my first priority. Morgan Stanley Smith Barney has meaningful intelligence about every major asset class and a presence in every major market, as well as investment research from some of the world’s most respected analysts. Together, we will formulate a strategy to help you achieve your most important goals and then deliver a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve.

Associations
  • Institute of Management Accountants
    Member
    Tampa, FL
  • Real Estate Investment Council
    Member
    Tampa, FL
  • ACG - Tampa Bay
    Member
  • Rotary Club of Tampa Bay
    Speaker Chair
  • NFA/CFA - Tampa Chapter
    Member
  • Tampa Bay Business Owners
    Member
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Retirement Planning
  • 529 Plans
  • Qualified Retirement Plans
  • Business Planning
  • Professional Portfolio Management
  • Education Planning
  • 401k Rollovers
Education and Licensing
  • MBA - Business Administration, 2006
    University of South Florida
    Tampa, FL
  • BS - Finance, 2000
    University of Tampa
    Tampa, FL
  • Series 7, 31 & 66 Licensed
  • Insurance Licensed
  • Life, Health & Variable Annuity Insurance Licensed
Business Experience
  • Present: Morgan Stanley Smith Barney

    Financial Advisor
    Financial Planning Associate
    Tampa, FL

Bulletin Board
  • You've worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard - to help you get the most out of life after retirement. To learn more, call or send an email.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them "Google" me.

  • Please see Newsletters & Brochures on the left for a copy of my latest Newsletter.

Michael A. Wills is licensed in the following state(s): CA, CT, FL, IL, IN, MA, NY, OH, VA
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 ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .

paperless.jpg

pp:3128 mp: 2281