About Malia Morales
In today's changing world, significant wealth requires sophisticated, highly customized strategies. Malia and her team of advisors at Merrill Private Wealth Management help their clients navigate the complexities of substantial wealth. They take the time to understand what matters most and are distinctly qualified to serve their clients' particular needs and those of their family and business.
The deep investment knowledge of Malia's team enables them to offer tailored strategies, advice and guidance typically reserved for large institutions. Clients also have access to the extensive banking ca... Read More
In today's changing world, significant wealth requires sophisticated, highly customized strategies. Malia and her team of advisors at Merrill Private Wealth Management help their clients navigate the complexities of substantial wealth. They take the time to understand what matters most and are distinctly qualified to serve their clients' particular needs and those of their family and business.
The deep investment knowledge of Malia's team enables them to offer tailored strategies, advice and guidance typically reserved for large institutions. Clients also have access to the extensive banking capabilities of Bank of America. The result is designed to be both powerful and personal, a singular experience dedicated to building a lasting relationship and helping clients pursue their goals for today and the future.
Malia began her financial career in 2006 at Merrill Lynch where she became an Advisor. She then successfully completed the Private Wealth Advisor assessment; demonstrating a proficiency in estate planning, risk management and asset management. Malia holds the Certified Investment Management Analyst® designation sponsored by the Investments & Wealth Institute at the Wharton School of Business, the Chartered Retirement Planning Counselor® designation, and is a member of the Investments & Wealth Institute.
Malia is a frequent guest speaker at industry conferences and has been a featured presenter at symposiums hosted by Forbes, Barron's, Standard & Poor's/Dow Jones, and State Street Global Advisors. She graduated from Stanford University in Palo Alto, California, with dual Bachelor's degrees in Political Science and Communication. Malia resides in Houston with her husband, 3 year old son, and 1 year old daughter.
Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
CIMA® is a registered service mark of the Investment Management Consultants Association dba Investments & Wealth Institute.
Chartered Retirement Planning Counselor℠ and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
ARVFJXHD, 8/21/2019 Read Less