Annalise Morris is a Wealth Management Advisor and Certified Financial Planner™ with Merrill Lynch.
She works with high net worth families and small business owners to 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.
WATCH THE INTERVIEW: Dayna Wilson interviews Annalise Morris. They discuss the importance of gratitude during this time of COVID-19, as well as how The CARES Act is providing tax relief for clients.
(ONLINE WEBINARS ONLY DURING SHELTER IN PLACE)
Please feel free to contact Dayna Wilson via email or phone 925-788-6582 concerning questions you may have about downsizing, senior living options, 55+ neighborhoods, or other related topics. If our staff is unable to answer your questions, we will direct you to one of our many subject matter experts who will be happy to assist you.