Join Annalise Morris, wealth management advisor with Merrill Lynch, as she guides participants through investing in these unprecedented times. Learn to focus on wealth accumulation and long-term goals and to manage your assets through diversification. Morris will also review different strategies available to you in this changing environment. A brief Q&A will follow the presentation.
Annalise Morris has been in the financial service industry since 2015 working with high net worth families and small business owners to help achieve their financial goals. Morris earned her B.A. from California State University, San Francisco. She also holds a certificate of completion from University of Southern California Davis School of Gerontology Longevity Training Program.