Morgan Duvall

Senior Vice President, Wealth Management Advisor
301 Commerce St
Fort Worth TX 76102
(817) 877.9691
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

M. Boone DuVall is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is a graduate of Texas A&M University, with a degree in Information & Operations Management.Boone joined Merrill in 2014 after working in supply chain & management consulting. When away from the office, Boone enjoys baseball, the outdoors, and family activities with his wife Katrina and their 3 young children.Named to the Forbes “Top Next-Generation Wealth Advisors Best-in-State” list 2024 and 2023.Published annually Aug – Sept. Rankings based on data as of March 31 of current year. *Named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019 and 2022.Published annually Aug – Sept. Rankings based on data as of March 31 of current year. **Forbes “America’s Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Recognition
Forbes "Best-in-State Next Generation Wealth Advisors", 2019, 2022
(Published annually Aug – Sept. Rankings based on data as of March 31 of current year.)
Forbes "Top Next-Generation Wealth Advisors Best-in-State", 2023-2024
(Published annually Aug - September. Rankings based on data as of March 31 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2024-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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About Me
Philosophy

Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.

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.
Morgan Duvall is registered to do business in AL, AR, CA, CO, FL, GA, LA, MD, MN, MO, NC, NJ, NM, NV, OH, OK, PA, PR, TX, VA, WI.