Ray Morrill
Senior Director, Wealth Management
Ray believes having a multi-disciplinary advisory team helps produce quality financial planning and investment management outcomes.
Ray focuses on comprehensive financial planning strategies including estate planning, wealth transfer techniques, pre-transaction planning, investment management, and executive compensation planning. His dynamic financial planning approach drives collaboration among his client’s tax professionals, attorneys, insurance advisors, bankers, and other professional advisors.
When not advising clients, Ray and his family live an active lifestyle enjoying all that Southern California has to offer.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- 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 - Bachelor of Arts, Economics, California State University, Fullerton
