Ray Morrill
Senior Director, Wealth Management
Ray believes having a multi-disciplinary advisory team helps produce quality financial planning and investment management outcomes.
Ray is a Senior Director, Wealth Management at Choreo, where he specializes in delivering comprehensive financial planning and investment management strategies. Before joining Choreo, Ray built a wealth of experience through progressive roles at RSM US Wealth Management, where he advanced to Director. Prior to RSM, he served as an Investment Advisor Representative and Business Development Manager at Argosy Wealth Management, a Financial Advisor at Edward Jones, a Licensed Banker at Union Bank Investment Services, and a Relationship Banker at Union Bank.
Ray is passionate about leveraging a multidisciplinary advisory approach to achieve optimal financial planning and investment outcomes. His expertise encompasses estate planning, pre-transition planning, wealth transfer strategies, investment management, and executive compensation planning. Ray's collaborative approach fosters alignment among his clients and their trusted professionals including tax advisors, attorneys, insurance specialists, bankers, and other key stakeholders.
Outside of work, Ray and his family embrace an active lifestyle, enjoying all that Southern California has to offer.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER®
- Certified Private Wealth Advisor
- Accredited Estate Planner
- Los Angeles Estate Planning Council Member
EDUCATION
- Wealth Management Practice and Theory, CPWA® Program, Yale
- Accredited Estate Planner® Program, American College of Financial Services
- Certificate, Personal Financial Planning, UCLA
- B.A., Economics, California State University, Fullerton
