Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Family Finances
  • Charitable Giving

Awards & recognition

  • Bill Munn, Barron’s Top 1,200 Financial Advisors, 2018-2024
  • Bill Munn, Ameriprise Chairman's Advisory Council, 2005-2024
  • Bill Munn, Ameriprise Circle of Success, 2001-2003, 2005-2007, 2009, 2011, 2013, 2015, 2017, 2019-2021, 2023

Community participation

Team Building at it's best- building a playhouse to be donated to a family.
Team Building at it's best- building a playhouse to be donated to a family.

Each year we participate in the annual Ameriprise National Day of Service, joining Ameriprise advisors and employees nationwide in supporting hunger relief agencies across the country. Our Munn & Associates team join other local Ameriprise employees and spend the day sorting food at the Community Food Bank in Hillside, New Jersey.

  • Munn & Associates: Top 100 Best Places to Work, NJ by NJ Biz
  • Community Food Bank of New Jersey
  • Habitat for Humanity: Building a Playhouse
  • Keep Rockland Beautiful: The Great American Cleanup

Honored to be recognized in Barron’s

Congratulations, Bill Munn, for being included on the 2024 Barron’s Top 1,200 Financial Advisors list. All of us at Munn & Associates are proud of this tremendous recognition, as it reflects our shared commitment to helping our clients feel more confident, connected and in control of their financial lives. A sincere thank you to our clients for your continued trust, and to Barron’s for the recognition.

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