Richard Morrison

Richard L. Morrison, CFP®, CRPC®Senior Vice President - Wealth ManagementResident DirectorWhen affluent clients need a financial ally to assess a multitude of complex investment alternatives, they turn to Rich. With his long-standing reputation as a global advisor, Rich predicates his interactions with clients on careful, responsive wealth planning procedures. He is known for his commitment to building and sustaining principled, trustworthy relationships, and for helping clients identify and overcome critical challenges to their financial goals. Using professionally managed equity and debt strategies, Rich designs, implements, and monitors portfolios that will best serve individual needs today and for years to come.Experience derived from many years advising corporate executives and decision-makers helps Rich provide conscientious recommendations, from maximizing working capital management and proposing corporate benefits to succession planning for both private and publicly traded companies. He offers dependable counsel on a wide array of securities selection and business financial services.Resident Director for Alexandria, VA office of Merrill Lynch.Certified Financial Planner Board of Standards, Inc. Owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirementsSome or all alternative investments may not be suitable for all investorsChartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning