Delphine Morrill
,
Vice President, Senior Financial Advisor
NMLS #1636419
2221 Washington Street
Newton, MA 02462
617.243.8009
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Profile

Delphine is a Senior Financial Advisor who joined Merrill in 2017. Delphine began her financial services career in 2016 with experience at a planning desk and a background in sales. She graduated with a B.S. degree from the University of Virginia. Delphine focuses on business development, relationship management and financial planning. She works closely with her clients to develop customized wealth management strategies, through personalized planning, investment management and asset allocation to provide goals based solutions for every individual's needs. 

Delphine currently serves as President on the board of the UVA Alumni Club of Boston, 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. Delphine also holds the Certified Divorce Financial Analyst® (CDFA®) designation.

About Me
Let's Talk

My mission is to understand you and what matters most to you.

Armed with that information I can ask thoughtful questions to see 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 your goals into reality.

Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Alex Katznelson
Wealth Management Banking Specialist
Keelan F King
Wealth Management Lending Officer
NMLS #482822
Michael Ferris
Alternative Investments Regional Specialist
Wednesday, February 14th 2024| 5:00 PM
Healthcare and your Retirement - Virtual Seminar

Please join us for a virtual seminar. We will discuss planning for pre- and post- retirement healthcare costs, Medicare at a glance, how your income affects Medicare, and long-term care costs and considerations. The seminar will conclude with a Q&A session with Delphine, Olga and Julia.

Please register and join the event through the attached link.

https://goto.webex.com/goto/onstage/g.php?MTID=eeba5c1f8f391eca7d9e7cc2080aacd9f

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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CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
Delphine G Morrill is registered to do business in AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, MA, ME, MN, NC, NH, NJ, NV, NY, OR, RI, TN, TX, UT, VA, VT, WA.