William Bridell

William Bridell is a Senior Vice-President, Financial Advisor, and Senior Investment Management Consultant at Morgan Stanley's Double Oak Wealth Management Group. Double Oak Wealth Management Group is committed to serving affluent investors with a multi-generational approach to asset growth and preservation.

At Double Oak Wealth Management Group, the core values revolve around three key components of financial services: Multi-Generational Planning & Services, Investment Process, and Intellectual Capital.

Multi-Generational Planning & Services focus on comprehensive, multi-generational planning using CERTIFIED FINANCIAL PLANNING professionals to address tax, estate planning strategies, investment, cash management, and lending solutions for affluent families. They also offer financial, charitable & estate concierge services tailored to each family's needs.

The Investment Process at Double Oak Wealth Management Group is based on institutional principles, financial theory, and industry best practices. Their team crafts goals-based wealth management portfolios with a diverse selection of holdings and alternative investments.

Intellectual Capital is a key asset at Double Oak Wealth Management Group, boasting a team of highly educated professionals matching the demographics of their client-base. This team is proficient in planning, estate planning, philanthropic planning, portfolio reporting, investment research, insurance planning, cash management, and lending solutions.

William Bridell studied BS Finance at Auburn University, laying a strong educational foundation for his role in the financial sector.