Ken Morris

Background

About Ken Morris

For more than a decade, I've helped wealthy families and institutions make the most of their financial opportunities. As one of MUA's founding partners, my commitment to fully customized, research-backed guidance is the foundation of our team's work. I've always worked to deepen my knowledge and education, earning multiple designations and studying concentrated value investing in my free time. I also travel each year to the Berkshire Hathaway Shareholders Meeting to hear Warren Buffett and Charlie Munger speak. Before rejoining Merrill Lynch Wealth Management in 2013, I worked as a Financial Analyst on Wall Street, an Assurance and Advisory Specialist at Deloitte and Touche, and in senior leadership at Canyon Ranch. I am an active contributor to the Tucson and San Diego communities and previously served on the Board of the Zuckerman Community Outreach Foundation. When he's not working or volunteering, Ken spends time with his wife and two children, and Crossfits. • Chartered Financial Analyst® designation • CERTIFIED FINANCIAL PLANNER™ certification • MBA, University of Arizona • B.S. in Business Administration, University of Arizona Note: Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.