Wayland Morin
We understand the accumulation and preservation of wealth presents different challenges - and opportunities - for each client. Whether a family, family enterprise, non-profit organization or foundation, each has unique financial circumstances requiring individualized attention. We often work closely with clients’ other trusted advisors, including attorneys and accountants, to help achieve the client’s desired outcome.
Our mission is to simplify clients’ lives through the delivery of intelligent, harmonized advice and guidance. We believe this integrated management model, along with an underlying personal commitment, positions Davies Wayland & Associates as an essential resource to clients.
Families often have complex needs and may require close communication to manage life's challenges. We can work to engage your family in the financial decision-making process. Opportunities to educate the younger generation are important, and we often facilitate family wealth discussions that may be difficult to initiate on your own.
CEPA®, CPWA®, 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.
