Merrill Lynch Wealth Management
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.