The Morris Sevier Morello Group

Merrill Lynch Wealth Management
12830 El Camino Real
San Diego, CA 92130
(858) 677-1326
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Refined strategies for family wealth. The Morris Sevier Morello Wealth Management Group supports affluent families and institutions with complex financial needs. We unite our team’s vast experiences to help each client streamline and preserve their wealth—while pursuing their greatest ambitions.
The Morris Sevier Morello Group
Merrill Lynch Wealth Management
Welcome

Significant wealth brings opportunity—and responsibility. After all, fostering your assets while upholding your values and preserving your family dynamics is serious work. At the Morris Sevier Morello Wealth Management Group, we understand the unique circumstances affluent families and institutions face, so we dedicate our entire practice to supporting you. 

Selecting a new advisory team is a major decision, and we honor this trust by fully committing to each client’s lifelong needs. When you work with The Morris Sevier Morello Group, we want you to expect a different level of support, guidance, and service than you have ever experienced when managing your wealth. 

We call our approach “Executive Wealth Management,” because we believe it is similar in essence to the service you find with executive healthcare: 

  • Proactive and outcome focused
  • High-touch and hands-on
  • Modern and discerning

Just as executive healthcare aims to advance health with the latest science and personalized care, our goal is to provide the same style of support for clients. 

You have worked hard to create your wealth—and you deserve a team who will work equally hard to grow and preserve it

About Us
Our Promise

"Someone's sitting in the shade because someone planted a tree a long time ago."

-Warren Buffett

No matter what you hope to achieve, our team is here to help you foster the financial life you've imagined. We aim to provide lasting, measurable value from the first time we meet and across future generations.

Since our founding in 2013, the Morris Sevier Group has grown to become a group of highly educated, experienced advisors [MC1] who share a commitment to client service and advanced wealth management.

As your financial guides, we focus on providing you:

  • Personalized strategies that combine experienced perspectives and modern opportunities
  • Transparent guidance that adapts to changes in your financial life
  • Intergenerational support that considers your family's needs today and for decades to come
  • Access to world-class resources available through Merrill Lynch Wealth Management

Our goal is to combine the attentive service of a boutique-like financial practice with the resources of a global investment firm. With our team, you can expect friendly, familiar voices answering the phone—matched with outcome-focused professionals supporting your intricate, complex financial life.

Meet Our Team
Ken Morris,

CFA,CFP®

Senior Vice President, Senior Resident Director
858.677.1326
Kristina Sevier
Senior Financial Advisor
757.446.4055
Rebecca Morello
Financial Advisor
858.677.1302
Hannah Bartley
Wealth Management Client Associate - Resident Director Assistant
858.677.1327
Bridget E Claus
Officer, Wealth Management Client Associate
757.446.4077
Jacqueline Marina Simonian
Wealth Management Client Associate
858.677.1337
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
David Rubalcava
Wealth Strategies Advisor
Vinh Tran
Wealth Management Banking Specialist
Aaron Deming
Senior Wealth Management Lending Officer
NMLS #637451
About Merrill

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.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.