Next-Gen · rank 45 · Scottsdale, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Annalise Morris King is the co-founder of The Morris Group, a Merrill wealth management team headquartered in Scottsdale, Arizona, serving clients in over 32 states.” — firm_official
- Parent company — Bank of America (high)
- “Annalise E Morris King - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Annalise E Morris King - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — The Morris Group (high)
- “Annalise Morris King is the co-founder of The Morris Group, a Merrill wealth management team headquartered in Scottsdale, Arizona, serving clients in over 32 states.” — firm_official
- Team size — 6 (medium)
- “Karen M McAndrew (Wealth Management Client Associate)” — firm_official
- CRD — 6441502 (high)
- “Annalise E Morris King - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Years experience — gap: not_found_after_search
- Designations — CFP, ChFC, other:CDFA (high)
- “Annalise Morris King, CFP®, ChFC®, CDFA®, Managing Director, Wealth Management Advisor” — firm_official
Book of business
- Team AUM ($M) — 986 (high)
- “"teamAssets":"$986M"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"minAccountSize":"$1M"” — forbes_shook
- Typical client net worth ($M) — 15 (medium)
- “"typicalNetWorth":"$5-25M"” — forbes_shook
- Client niche — high-net-worth families and small business owners; divorce financial planning (high)
- “Annalise works with high-net worth families and small business owners to help them achieve their financial goals.” — firm_official
- “Additionally, Annalise holds the Certified Divorce Financial Analyst® professional designation” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “As a Senior Portfolio Manager, Annalise is qualified to help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bo” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/az/scottsdale-az/the-morris-group/annalise-morris (high)
- “Annalise Morris King - Financial Advisor in Scottsdale, AZ 85254 | Merrill” — firm_official
- Value proposition (verbatim) — Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. (high)
- “Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
- Differentiators — mission is to understand you and what matters most to you, one-on-one personalized financial strategy, Senior Portfolio Manager managing discretionary Personalized or Defined Strategies, Certified Divorce Financial Analyst credential, serves clients in over 32 states from Scottsdale (high)
- “Our mission, first and foremost, is to understand you and what matters most to you.” — firm_official
- “As a Senior Portfolio Manager, Annalise is qualified to help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bo” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/annalisemorris/ (medium)
- “Annalise Morris King, CFP®, ChFC®, CDFA® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Annalise Morris King, CFP®, ChFC®, CDFA® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 1,500 Financial Advisors, 2026, Forbes Best-in-State Wealth Advisors, 2025-2026, Forbes Top Women Wealth Advisors Best-in-State, 2025-2026, Forbes Best-in-State Wealth Management Teams, 2024-2026 (high)
- “Barron's "Top 1,500 Financial Advisors", 2026” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “Annalise Morris King - Financial Advisor in Scottsdale, AZ 85254 | Merrill” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill corporate template; no team palette or mark. Professional headshots of team members plus generic market imagery. (medium)
- “Annalise Morris King, CFP®, ChFC®, CDFA®, Managing Director, Wealth Management Advisor” — firm_official