Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Annalise Morris, CDFA™®, Assistant Vice President, Financial Advisor, Senior Portfolio Advisor
Annalise Morris has been in the financial service industry since 2015 working with high net worth families and small business owners to help achieve their financial goals. Annalise’s focus is on developing long-term relationships through strategic wealth planning, personal retirement analysis, and professional money management for every client’s unique needs.
Additionally, Annalise holds the Certified Divorce Financial Analyst™® designation and works with clients and their attorneys to show the long- and short-term financial impacts of proposed settlements.
Annalise provides clients and attorneys with the following:
•Calculating present value of retirement and pension benefits
•Financial data for Qualified Domestic Relations Order
•Tax minimization strategies
•Equitable buyout strategies for family owned businesses
•Recommendations for maintaining lifestyle after divorce and
Annalise earned her B.A. from California State University, San Francisco. She also holds a certificate of completion from University of Southern California Davis School of Gerontology Longevity Training Program. This helps her advise her clients and their families on strategies and concerns incident to the aging process. She is passionate about women's causes and animal adoption efforts and is active in two local nonprofits. Annalise resides in Walnut Creek with her fiancé, Dan, and rescue pup, Penny. In her time away from the office she enjoys running, hiking, cycling, yoga, and traveling.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
California State University, San Francisco
Personalized advice, disciplined investing and ongoing review can make this a reality.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.