Anthony Morales

As a Merrill Financial Advisor, Anthony brings almost a decade of experience in the financial services industry, helping families navigate their wealth and investment strategies. Anthony’s bilingual proficiency in English and Spanish allows him to effectively connect with a diverse clientele. Anthony’s focus is on providing families with tailored financial strategies that align with their unique goals and priorities.
Working as part of a dedicated wealth management team, Anthony leverages Merrill’s extensive research and insights to deliver customized investment portfolios and strategies. The team offers fiduciary services through Merrill’s Investment Advisory Program, helping to ensure a client-first approach that prioritizes transparency and trust.
With licenses including the SIE, FINRA Series 7 and Series 66 registrations, Anthony assists families with a comprehensive suite of services – from asset management and retirement planning to trust and estate strategies.

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