Annalise Morris King, CFP^®, ChFC^®, CDFA^®, First Vice President, Wealth Management Advisor, Senior Portfolio Manager

Annalise Morris King is the co-founder of The Morris Group, a Merrill wealth management team headquartered in Scottsdale, Arizona, serving clients in over 32 states. Annalise works with high-net worth families and small business owners to help them achieve their financial goals. Annalise’s focus is on developing long-term relationships through strategic wealth planning, mitigating investment risk, managing both sides of your balance sheet, all while protecting your financial interests.

Annalise is a CERTIFIED FINANCIAL PLANNER^™ professional and as part of her wealth management practice helps clients develop a personalized financial strategy, taking into consideration the client's estate planning, insurance, investments, taxes, employee benefits and retirement planning needs.

Additionally, Annalise holds the Certified Divorce Financial Analyst^® professional designation and works with clients and their attorneys to show the long- and short-term financial impacts of proposed settlements. She also holds the Chartered Financial Consultant^® designation through The American College of Financial Services. She focuses on advising her clients on complex wealth management planning situations such as business succession planning, special needs planning, and the complexities of blended families.

Annalise earned her B.A. from California State University, San Francisco. She also holds a certificate of completion from University of Southern California Davis School of Gerontology Longevity Training Program. This helps her advise her clients and their families on strategies and concerns related to the aging process.

Annalise is passionate about the advancement of women and philanthropy. She works to empower and mentor women as President Emeritus of the Merrill Women’s Exchange. Outside the office, she has worked to empower and mentor women participating in How Women Lead, Junior Achievement, and as a former Board Member of the Women’s Education and Leadership League. Annalise resides in North Scottsdale with her husband, Dan, daughter Eden, and rescue pup, Penny. In her time free time she enjoys spending time with family, running, hiking, cycling, yoga, and traveling.

*Merrill Life Agency's California License Number 0522776
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.