Delphine Morrill

Delphine is a Senior Financial Advisor and the founder and leader of the LM Group at Merrill with offices in Massachusetts and Denver. Delphine joined Merrill in 2017 and began her financial services career in 2016 with experience at a planning desk and a background in sales. She earned a Bachelor of Science from the University of Virginia, is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Divorce Financial Analyst® (CDFA®) designation.Delphine focuses on business development, relationship management and financial planning. She has in depth experience working with executives with concentrated stock positions, local small business owners and emerging Millennial wealth. She also has a focus on helping women the unique challenges faced by female investors and giving back through women's mentorship programs.Delphine works closely with her clients to develop customized wealth management strategies, through personalized planning, investment management and asset allocation to provide goals based potential solutions for every individual's needs.Delphine currently serves as President on the board of the UVA Alumni Club of Boston, is on the board of the Merrill Lynch Women's Exchange and is active in her neighborhood association. Delphine has spent time volunteering for the American Cancer Society, is a Delta Delta Delta Sorority UVA Alumni and was a member of the UVA Polo Team. Delphine has spent time studying abroad in France and participated in the Semester at Sea study abroad program.Delphine grew up on Nantucket Island and currently lives in South Boston with her husband and two dogs. In her spare time, Delphine enjoys staying active, cooking, traveling, horseback riding, and spending time with her family.Delphine holds the FINRA Series 7 and 66 registrations, as well as licenses in Life, Accident and Health Insurance.