Blake Morris
Blake Morris is a CERTIFIED FINANCIAL PLANNER™ professional. Blake has worked in the finance industry for more than 20 years and his broad financial experience allows him to understand each individual client’s needs. He is able to simplify the complexity of his clients’ financial needs by providing advice and guidance based upon a personalized investment approach. At the heart of his philosophy is a passion to build enduring relationships with individuals, families, and businesses through his commitment to provide outstanding service. He works diligently to help each client build and maintain wealth.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CPFA®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
