Ken Morris
,

Senior Vice President, Senior Resident Director

12830 El Camino Real
San Diego, CA 92130
858.677.1326
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

For more than a decade, Ken Morris has helped wealthy families and institutions make the most of their financial opportunities. As one of the Morris Sevier Group's founding partners, his commitment to fully customized, research-backed guidance is the foundation of our team’s work. 

Ken is always working to deepen his knowledge and education, earning multiple designations and studying concentrated value investing in his free time. He also travels each year to the Berkshire Hathaway Shareholders Meeting to hear Warren Buffett and Charlie Munger speak.  

Before rejoining Merrill Lynch Wealth Management in 2013, Ken worked as a Financial Analyst on Wall Street, an Assurance and Advisory Specialist at Deloitte and Touche, and in senior leadership at Canyon Ranch. Ken is an active contributor to the Tucson and San Diego communities. He currently serves on several boards, including as a Finance Committee member of the Coronado Schools Foundation and previously on the Zuckerman Community Outreach Foundation Board. 

When he’s not working or volunteering, Ken spends time with his wife and two children, and practices Crossfit. 


  • Chartered Financial Analyst® designation
  • CERTIFIED FINANCIAL PLANNER certification
  • MBA, University of Arizona
  • B.S. in Business Administration, University of Arizona



The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and CFP® in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks of the CFA® Institute.



About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

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.
Ken Morris is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.