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
"Someone's sitting in the shade because someone planted a tree a long time ago."-Warren BuffettNo 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 Morello Group has grown to become a group of highly educated, experienced advisors 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 ManagementOur 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.
CEPA®, CFA®, CFP®
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.
