Steven Morrish

Background

About Steven Morrish

Steve joined Merrill Lynch in Detroit in 1987. Since then, he has assisted clients with a wide range of wealth management needs, from estate planning services for families to cash management and liability management strategies for businesses. His previous experience includes serving as general manager for a family-owned business. As a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing my own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage their strategies on a discretionary basis. Steve is a CERTIFIED FINANCIAL PLANNER ™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.