William Koras

FAQ About William Koras

• What is William Koras's address?

  William Koras is located at
  Washington DC-Baltimore Area, Washington DC-Baltimore Area, United States

• What is William Koras's job title?

  William Koras is a
  With over two decades of financial advisory experience, William A. Koras works closely with the team’s clients to create and implement highly customized plans based on their specific needs, goals and financial situations. As a CERTIFIED FINANCIAL PLANNER (CFP) and designated Investment Management Consultant, Bill employs a highly disciplined approach to understanding his clients’ aspirations and concerns, and to gathering, reviewing and analyzing their financial information. This process results in a fully customized asset allocation and investment strategy, and often includes retirement planning, trust and estate advice, insurance reviews and tailored lending solutions. Planning and investing have been Bill’s passion long before he entered the financial services industry. He nurtured that passion at Gettysburg College, where he earned a Bachelor of Arts degree in management with a concentration in accounting and finance. Following graduation, Bill’s first job in finance was in the investment advisory division of T. Rowe Price, where he honed his planning and analytical skills and developed retirement income plans for high net worth investors. From there, he moved to Legg Mason Wood Walker, Inc., which later merged into Morgan Stanley. Bill lives with his wife, Laura, and their four children, Will, Jack, Charlie & Halley. A former college football player, Bill volunteers as a youth football, lacrosse and basketball coach. He also advises the Towson University Men’s Lacrosse team on career development. In his free time, Bill enjoys playing golf and spending time with his family. Morgan Stanley

• What industry does William Koras currently work in?

  William Koras currently works in the
  Morgan Stanley

• What is William Koras's area of expertise?

  William Koras specializes in
  With over two decades of financial advisory experience, William A. Koras works closely with the team’s clients to create and implement highly customized plans based on their specific needs, goals and financial situations. As a CERTIFIED FINANCIAL PLANNER (CFP) and designated Investment Management Consultant, Bill employs a highly disciplined approach to understanding his clients’ aspirations and concerns, and to gathering, reviewing and analyzing their financial information. This process results in a fully customized asset allocation and investment strategy, and often includes retirement planning, trust and estate advice, insurance reviews and tailored lending solutions. Planning and investing have been Bill’s passion long before he entered the financial services industry. He nurtured that passion at Gettysburg College, where he earned a Bachelor of Arts degree in management with a concentration in accounting and finance. Following graduation, Bill’s first job in finance was in the investment advisory division of T. Rowe Price, where he honed his planning and analytical skills and developed retirement income plans for high net worth investors. From there, he moved to Legg Mason Wood Walker, Inc., which later merged into Morgan Stanley. Bill lives with his wife, Laura, and their four children, Will, Jack, Charlie & Halley. A former college football player, Bill volunteers as a youth football, lacrosse and basketball coach. He also advises the Towson University Men’s Lacrosse team on career development. In his free time, Bill enjoys playing golf and spending time with his family.

• Which languages does William Koras speak? 

  William Koras speaks the following languages:
  No languages available.

• Which industries has William Koras previously worked in?   

  William Koras has prior experience in the following industries:
  No prior industries available.

• What is William Koras’s work experience?  

  William Koras has the following professional experience:
  Morgan Stanley .

• How can I find William Koras on LinkedIn?  

  You can view William Koras’s
  LinkedIn profile at LinkedIn URL.

• What are William Koras’s work email addresses?  

  William Koras’s work email addresses are
  [email protected] .

• What company does William Koras work for?  

  William Koras works at
  Morgan Stanley