Morse Wealth Management Group

Merrill Lynch Wealth Management
1305 Walt Whitman Rd
Melville, NY 11747
(631) 351-5128
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We believe that clients want a team that understands their needs, their passions, their tolerance for risk...a team who can create meticulous plans, then adjust those plans as circumstances dictate. Our clients want a prudent, deliberate process and thoughtful recommendations. They want people they can trust to do it in a way that they can believe in. We welcome you to join us.
Morse Wealth Management Group
Merrill Lynch Wealth Management
Welcome

At the Morse Wealth Management Group, our team is comprised of talented advisors committed to building strong client relationships based on trust and personalized service. Any team can handle your investments. But we believe clients expect more. We believe clients want a team that understands their needs, their passions, their tolerance for risk.

With access to investing insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America, we help high-net-worth individuals and families, CEO's and CFO's, and board members of nonprofit organizations and foundations to identify and prioritize their personal goals.

These clients have worked hard for their money, so they want a prudent, deliberate process and thoughtful recommendations. But in our opinion, they also seek an extra measure of performance, of dedication, of attention to detail.

They want character. Integrity. Competence.

In short, they want people they can trust to help them achieve their goals - and do it in a way that they can believe in.

We welcome you to join us.

About Us
Philosophy

Today, affluent families face a fast-changing landscape as they seek to grow, preserve and transfer their wealth. While changes to taxes, regulation and market cycles pose risks, new opportunities present themselves every day.

That's why we believe that you and your situation are the best starting points from which to plan your financial future. We will work closely with your family to:

  • Create a wealth management strategy designed to prepare each family member to collectively manage, sustain and grow their wealth across multiple generations.
  • Coordinate a wide range of wealth preservation services, including investment management, legacy and philanthropic planning strategies.
  • Provide a clearly articulated, efficient family governance framework for investment decision-making, as well as family legacy and business leadership succession.

When you work with The Walker/Morse Wealth Management Group, you are working with a team that is truly dedicated to your success. Our approach is simple, transparent and supported by experienced investment guidance.
When you succeed, we succeed.

Meet Our Team
Richard Morse,

CFP®,CIMA®,CPFA™,SE-AWMA™

Senior Vice President, Wealth Management Advisor
631.351.5128
Joy Oberstein
Officer, Wealth Management Client Associate
631.351.5197
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.
Hannah Jentz
Wealth Management Banking Specialist
Alan Kreit
Wealth Management Lending Officer
NMLS #690784
Christopher Caradec
Wealth Strategies Advisor
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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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.