About Us

Our Team

Alison MOrris

Independent Financial Advisor

INVESTMENT PHILOSOPHY

Managing your investments and laying out a path to a solid financial future can be a challenge. Which is something I love to embrace for my clients! I have found the best way to chart your course is to begin with the end in mind. So, start with a plan. That means understanding your current financial picture and short-term needs while envisioning what you desire for your future.

As your advisor, I’ll work with you to define goals, identify potential opportunities and roadblocks, and construct a portfolio that matches your objectives, time horizon, and tolerance for risk. I will work closely with you to create the right strategy for you and your family, giving you a clear-eyed view of your future, and the confidence to get there.

PROFESSIONAL PROFILE

Alison Morris has been providing comprehensive wealth management services and customized investment advice as
a Licensed Investment Representative for more than 22 years. With B. Riley Wealth Management, Alison is able to serve her clients’ financial needs with customized solutions and personal, responsive customer service.

Alison joined B. Riley Wealth Management in 2017 from PNC Investments, where she grew her practice for five years. She began her career in financial services with Edward Jones as a home office associate in 2000 before starting her career as a Licensed Investment Representative in Sandusky in 2003.

Alison received a bachelor’s degree in business administration from Mount Vernon Nazarene College. A native of Mount Vernon, OH, she currently resides in Castalia with her husband Jonathan and two children, Levi & Cole.