portrait of William Morales
FINANCIAL ADVISOR

William Morales

AAMS™, CRPC™
2653 Bruce B Downs Blvd, Suite 120, Wesley Chapel, FL 33544opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • History and Museums
  • Movies & Entertainment
  • Trivia

Team Members

  • Karn Weigel
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(813) 991-7034

Fax

(877) 499-5479

Office Address

2653 Bruce B Downs Blvd
Suite 120
Wesley Chapel, FL 33544opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More