WILLIAM S. MORRIS, ChFEBC℠, a Chartered Federal Employee Benefits Consultant and a Financial Advisor for Sarasota Financial Group, Inc. and Long Term Care 4 Veterans, specializing in financial and retirement planning for Federal Employees and VA Veterans. Bill is contracted with the Federal Government (CAGE code 84R68) conducting pre-retirement planning seminars and briefings, focusing on Retirement Income Planning, Government Pensions, Survivor Benefits, Federal Employees’ Group Life Insurance (FEGLI) and Thrift Savings Plans (TSP) for both the Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees. Bill is conducting seminars with the Department of Navy, the National Association of Letter Carriers (NALC), Federal Aviation Administration (FAA), and Federal Law Enforcement Officers Association (FLEOA) that represent 65 federal agencies.
Bill has more 40 years of experience in the financial industry, starting as a clerk on the floor of the Chicago Board of Options Exchange. While attending Northeastern University in Boston and the University of Illinois in Chicago, he interned with Bear, Stearns & Co., as a Trade Specialist, managing the Chicago order desk, and in New York on the institutional trading desk. He acquired his first trading seat on the Chicago Board of Trade as a Bond Options Trader in January of 1985. He has held his Series 7 General Securities and Series 63 licenses in good standing since April of 1988, and his Series 65 Investment Advisor license since August of 1998. He is also a licensed agent in Life and Health Insurance and Variable Annuities in 25 states. Registered Representative of Calton and Associates, Inc., member FINRA/SIPC. Calton and its affiliated insurance agencies offer securities, advisory services and certain insurance products and are not affiliated with Sarasota Financial Group, Inc. and LTC4Vets or any government agency. Calton does not provide legal or tax advice.