Malia Morales

Background

About Malia Morales

Malia Morales is an accredited Private Wealth Advisor and managing partner of the Tyler, Bybee, Lane, Morales Group within Merrill's Private Wealth Management division. Malia has spent her 18 year career advising founders, corporate executives, and business owners, providing guidance around succession planning, wealth transfer, corporate financing, philanthropy, and investment management. Malia leads a 12 person team, overseeing $4 Billion in assets for an exclusive group of highly entrepreneurial clients (*assets as of 2/12/25). Malia is a frequent guest speaker at industry conferences and has presented at symposiums hosted by Forbes, Barron's, Standard & Poor's/Dow Jones, and State Street Global Advisors. Malia has been designated as a Senior Portfolio Manager within Merrill Investment Advisory Program. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors. To provide the most timely and impactful education to her ultra high net worth clients, Malia maintains 4 professional designations including serving as a CIMA®/Certified Investment Management Analyst® designee awarded by the Investments & Wealth Institute™ (The Institute) in conjunction with the Wharton School of Business, a SE-AWMA™/Sports & Entertainment Accredited Wealth Management Advisor™ designee, CDFA® Certified Divorce Financial Analyst® designee, and CRPC™/Chartered Retirement Planning Counselor™ designation. Malia graduated from Stanford University in Palo Alto, CA, with dual Bachelor's degrees in Political Science and Media Communications with an emphasis in Media Technology & Psychology. Active in her community, she is an advocate for the Child Rescue Coalition nonprofit organization. In this capacity, Malia recently directed and produced a documentary to raise awareness for the abuse, exploitation and trafficking of young children. She continues to be an active member of the Stanford Alumni Career Network and was invited to serve on Merrill's inaugural Millennial Advisory Board. She and her husband reside in Houston with their two young children.