Managing Partner, ChFC, Benefit & Financial Strategies LLC
Bill Morrison moved to Arizona with his family in 1976 and attended Northern Arizona University, majoring in business and finance. He began his career in the financial services industry in 1978, working initially in the life insurance industry with a major life insurance carrier located in the Midwest.
Over the next few years, Bill began focusing on investments along with providing broader financial, retirement and employee benefit services to his growing clientele. In 2002, he received the Chartered Financial Consultant designation through The American College in Bryn Mawr, Pennsylvania. The ChFC designation is awarded to individuals who successfully complete a series of advanced courses in the areas of insurance, investment, estate, retirement and financial planning.
Today Bill is a well respected business and community leader in Flagstaff, Arizona. He is the managing partner of Benefit & Financial Strategies LLC, a Flagstaff based employee benefits and investment advisory firm. He works primarily with individuals and business entities helping them to develop and maintain retirement plans, investment strategies, employee benefits packages and estate preservation techniques. Bill is the past president of the Northern Arizona Chapter of the National Association of Insurance and Financial Advisors, a member of the Northern Arizona Leadership Alliance, as well as a board member or supporting member of many local organizations.