William joined Morgia Wealth Management in 2022 to help individuals, business owners, and philanthropic groups define their financial goals, provide investment guidance, and implement personalized solutions. He creates comprehensive financial plans to help clients determine retirement savings needs, set long-term goals, and develop sustainable retirement spending strategies.

Now based in Reading, Pennsylvania, William is expanding Morgia’s presence in the Lancaster/Reading region while continuing to serve the clients he has built strong relationships with in New York. Licensed in both states, he offers guidance and strategies tailored to the needs of individuals and families across Pennsylvania and New York.

William earned his MBA with a concentration in finance from the University of Pittsburgh and holds a Bachelor of Science in Biochemistry and Molecular Biology from Gettysburg College. He has obtained his CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional® (RICP®) designations. He is Series 7, 65, and 63 licensed and holds a Life, Accident & Health Insurance license. Whether you’re in Pennsylvania or New York, Will is ready to help you plan for what matters most.