Merrill Lynch Wealth Management


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Contact: Annalise Morris, CFP ®, ChFC®, CDFA ®
Web: Visit Merrill Lynch Wealth Management Website
Phone: (925) 988-2173


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.


Dayna Wilson and Annalise Morris