Crpc® Will Mundy

Crpc® Will Mundy is a seasoned Financial Advisor with over sixteen years of experience in the industry, currently holding prestigious roles as a Family Wealth Director, Portfolio Management Director, and Senior Vice President at Morgan Stanley.

He has achieved the Family Wealth Director designation, a recognition attained by less than 4% of Morgan Stanley advisors, showcasing his comprehensive expertise in wealth creation, distribution, estate planning, investments, securities, financing, hedging, and business succession planning.

As a Portfolio Management Director, Will is among a select group at the firm entrusted to oversee client assets, ensuring strategic and tailored investment strategies.

Will Mundy's professional accolades include being recognized as one of Forbes Best in State Wealth Advisors in 2019 and receiving the Five Star Professional Top Wealth Manager award in Philadelphia Magazine consecutively from 2013 to 2018.

He has been featured in prominent financial publications such as The Wall Street Journal, Registered Rep Magazine, Financial Advisor IQ.com, and BlackRock Elite Advisor® Magazine, highlighting his industry knowledge and expertise.

With a Chartered Retirement Planning Counselor SM (CRPC®) designation from the College for Financial Planning, coupled with Series 7, 66, and Life, Accident, and Health Insurance Licenses, Will possesses a solid foundation in financial planning and wealth management.

Will Mundy earned his Bachelor's Degree in Business and Economics from Lafayette College, complementing his practical experience with a strong academic background.

Beyond his professional endeavors, he is actively involved in the community, serving on the Board of Directors for St. David's Nursery School in Wayne, PA, where he leads the Capital Campaign Committee.

Will and his family reside in Wayne, PA, where he enjoys quality time with his wife Missy and daughters Madeleine and Molly.