The Insiders Take on Investment Management

Brent and Rachel are joined by Ken Morris, CFA, CFP, to discuss investment management, the differences between financial planning and investment management, and the benefits and pitfalls of each. We also chat about what individuals and families should be looking for when picking an investment advisor. Ken Morris is the First Vice President and Resident Director of Merrill Lynch Wealth Management. For more than a decade, Ken has helped wealthy families and institutions make the most of their financial opportunities. Before rejoining Merrill Lynch Wealth Management in 2013, Ken worked as a Financial Analyst on Wall Street, an Assurance and Advisory Specialist at Deloitte and Touche, and in senior leadership at Canyon Ranch. You can find Ken at https://fa.ml.com/california/san-diego/ken_morris/, and can contact him at (858) 677-1326. If you are enjoying the podcast please SUBSCRIBE and leave a REVIEW, and if you want to learn more about Brent and Rachel go to https://wealthandlaw.com/team/.