Stephen Morris
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Stephen Morris Email & Phone Number

Senior Service Associate at Mercer Advisors
Location: San Francisco Bay Area, United States, United States 6 work roles 1 school
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Current company
Mercer Advisors
Role
Senior Service Associate
Location
San Francisco Bay Area, United States, United States
Company size
413 employees

Who is Stephen Morris? Overview

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Quick answer

Stephen Morris is listed as Senior Service Associate at Mercer Advisors, a company with 413 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephen Morris.

Stephen Morris previously worked as Customer Service Specialist at Mercer Advisors and Senior Client Service Associate at Wetherby Asset Management. Stephen Morris holds Bachelor'S Degree, Applied Economics from University Of Oregon.

Company email context

Email format at Mercer Advisors

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Mercer Advisors

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Profile bio

About Stephen Morris

Client Service Representative with a demonstrated history of working in the financial services industry. Skilled in Cooperative, Success Driven, Organization Skills, Microsoft Excel, and Interpersonal Communication. Strong information technology professional graduated from University of Oregon.

Listed skills include Cooperative, Success Driven, Microsoft Excel, Interpersonal Communication, and 1 others.

Current workplace

Stephen Morris's current company

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Mercer Advisors
Mercer Advisors
Senior Service Associate
denver, colorado, united states
Website
merceradvisors.com
Employees
413
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6 roles

Stephen Morris work experience

A career timeline built from the work history available for this profile.

Senior Client Service Associate

Wetherby Asset Management
Oct 2022 - Oct 2023

Financial Advisor Development Program

Merrill Lynch

Walnut Creek, California

Jul 2019 - Dec 2019
Team & coworkers

Colleagues at Mercer Advisors

Other employees you can reach at merceradvisors.com. View company contacts for 413 employees →

EN Ernest Neeley, Cfp® Ernest Neeley, Cfp® Colleague at Mercer Advisors Houston, Texas, United States, United States View → AD Annemieke Dobbelaere Annemieke Dobbelaere Colleague at Mercer Advisors Ghent Metropolitan Area, Belgium View → DT Donna Thompson, Iaccp® Donna Thompson, Iaccp® Colleague at Mercer Advisors Contact Info, United States View → EJ Emma Jones, Cfp® Emma Jones, Cfp® Colleague at Mercer Advisors Metro Jacksonville, United States View → IH Ivette Herrera Ivette Herrera Colleague at Mercer Advisors Greater Houston, United States View → JM Jeniffer Montero, Fpqp™ Jeniffer Montero, Fpqp™ Colleague at Mercer Advisors Allentown, Pennsylvania, United States, United States View → FG Fanny Guo, Cfp® Fanny Guo, Cfp® Colleague at Mercer Advisors San Francisco Bay Area, United States View → JK Jason Kronstad, Cfa, Caia Jason Kronstad, Cfa, Caia Colleague at Mercer Advisors Seattle, Washington, United States, United States View → KS Karlie Saenz Karlie Saenz Colleague at Mercer Advisors Grants Pass, Oregon, United States, United States View → NB Nick Bond Nick Bond Colleague at Mercer Advisors Kalamazoo, Michigan, United States, United States View →
1 education record

Stephen Morris education

FAQ

Frequently asked questions about Stephen Morris

Quick answers generated from the profile data available on this page.

What company does Stephen Morris work for?

Stephen Morris works for Mercer Advisors.

What is Stephen Morris's role at Mercer Advisors?

Stephen Morris is listed as Senior Service Associate at Mercer Advisors.

Where is Stephen Morris based?

Stephen Morris is based in San Francisco Bay Area, United States, United States while working with Mercer Advisors.

What companies has Stephen Morris worked for?

Stephen Morris has worked for Mercer Advisors, Wetherby Asset Management, Peak360 Wealth Management, Llc, Bakeravenue Wealth Management, and Merrill Lynch.

Who are Stephen Morris's colleagues at Mercer Advisors?

Stephen Morris's colleagues at Mercer Advisors include Ernest Neeley, Cfp®, Annemieke Dobbelaere, Donna Thompson, Iaccp®, Emma Jones, Cfp®, and Ivette Herrera.

How can I contact Stephen Morris?

You can use AeroLeads to view verified contact signals for Stephen Morris at Mercer Advisors, including work email, phone, and LinkedIn data when available.

What schools did Stephen Morris attend?

Stephen Morris holds Bachelor'S Degree, Applied Economics from University Of Oregon.

What skills is Stephen Morris known for?

Stephen Morris is listed with skills including Cooperative, Success Driven, Microsoft Excel, Interpersonal Communication, and Organization Skills.

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