Senior Wealth Manager Rick Morse Talks Music, Money & Your Future

Rick Morse is a Senior Financial Advisor along with being a Senior Vice President at Merrill Lynch Wealth Management in Long Island, NY. In this episode Rick talks about music, your money, and planning your future!

Rick graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He earned his Certified Investment Management Analyst® designation at The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of Investment Management Consultants Association, CFP Board of Standards and the Institute for Preparing Heirs.

Rick grew up navigating two worlds with complimentary sets of values. One culture focused on achieving success while the other focused on enjoying success. His focus includes multi-generational wealth planning, business succession strategies and tax aware investment management. He advises high net worth families, corporate executives, foundations and profit sharing plans. His goal is to help clients bridge the gap between building wealth and preserving it and has his clients make thoughtful, unhurried decisions. Rick has the knowledge, experience, and access to fully capitalize on the extensive resources and global reach of Merrill Lynch Wealth Management. 

Website https://advisor.ml.com/sites/ny/melville-ny/morse-group

Listed as Richard Morse on the website

Location Melville, NY

About Music Matters with Darrell Craig Harris

The Music Matters Podcast is hosted by Darrell Craig Harris, a globally published music journalist, professional musician, and Getty Images photographer. Music Matters is now available on Spotify, iTunes, Podbean, and more. Each week, Darrell interviews renowned artists, musicians, music journalists, and insiders from the music industry.

Visit us at: www.MusicMattersPodcast.comFollow us on Twitter: www.Twitter.com/musicmattersdh

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 voice over intro by Nigel J. Farmer