Senior Client Advisor Associate Luke Morris works closely with a team of Client Advisors to analyze current investments, conduct wealth management reviews and implement weatherproof plans as a proper fiduciary.

• Retirement Planning
• Investment Guidance
• Banking Services

Prior to joining Mission Wealth in 2020, Luke spent six years with Fidelity Investments focusing on trading, wealth management, compliance and daily operations. He also worked with Chase Bank's Private Client Group for two years.

In this interview, Luke discusses his role at Mission Wealth, as well as his upbringing and memorable childhood experiences.

To read our interview with Luke, take a look at our Spotlight on the Team: Luke Morris article!

Originally from Franklin, TN, Luke enjoys living an outdoor, healthy lifestyle. He spends time exploring SoCal beaches with his dog, finding local farmers markets, and enjoying any sport he comes across — especially soccer.

Luke attended Lipscomb University in Nashville, TN, with a major in Organizational Leadership.

Luke is currently working towards his CFP, and is aiming to gain this credential by 2021.