Will Sosniecki began his career in financial services with Morgan Stanley and Ameriprise Financial, gaining broad experience in how advisors support clients and manage investments. His entrepreneurial drive led him to join Perennial Financial Services, where he benefits from the firm’s collaborative environment while building his independent practice.
As an Accredited Portfolio Management Advisor℠, Will draws on a strong foundation in investment management to deliver a thoughtful, holistic approach to financial planning. His lifelong interest in the markets continues to drive his commitment to staying informed on market trends and economic developments while helping individuals and families make confident, informed decisions aligned with their long-term goals and values.
Originally from Minnesota, Will now calls Arizona home. He and his wife enjoy exploring local hiking trails with their Doberman rescue and traveling to tropical destinations whenever possible.