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William P. White, III
William P. White, III
Financial Advisor
Holiday Inn/City Center Building
211 West Washington, Suite 2200
South Bend, IN 46601
tel: 574-251-9130
toll free: 800-322-2425
fax: 574-234-2484
Email Me
Welcome Education Associations Honors Services Experience
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisor, I will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of my long-term commitment to my clients.
Education and Licensing
  • BS - Mathematics
    University of Notre Dame
    South Bend, IN
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health and Variable Annuities Insurance Licensed
Associations
  • South Bend Chamber of Commerce
    South Bend, IN
  • University of Notre Dame Alumni Association - Sorin Society Member
    South Bend, IN
  • Real Estate Investors Association of St. Joe County
    Member
    South Bend, IN
Honors and Recognitions
  • U.S. Air Force
    2-Time Distinguished Flying Cross Recipient
  • U.S. Air Force
    4-Time Air Medal Recipient
Services
  • 529 Plans
  • Alternative Investments
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Certificates of Deposit
Business Experience
  • Present: Morgan Stanley Smith Barney*
    Financial Advisor
    South Bend, IN
  • U.S. Air Force
    Major
    F-15E Weapons System Officer
    F-111 Weapons System Officer
Bulletin Board
  • Whenever the market is up or down 100 points, the 100 Point Commentary posted in Special Reports, will provide insight. Whenever you have questions about market activity, please contact us.
  • See Special Reports for the July On the Markets featuring "Where's the Recession"? The question seems almost silly, given that we're not quite out of the current recession. But the coming global recovery could be a long one, says Jeff Applegate and Charles Reinhard, chief investment officer and senior investment strategist, respectively, of Morgan Stanley Smith Barney. That also means the global stock market rally that began in March could become a multiyear bull market.
William P. White, III is licensed in the following state(s): AL, CA, CO, FL, IL, IN, KS, MI, NY, OH, OK, RI, SC, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Equity Market Daily (pdf)

Portfolio Strategist Digest (pdf)
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