Role at Mission Wealth

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.

Specializations

• Retirement Planning
• Investment Guidance
• Banking Services

Contact Information

Office Locations: Santa Barbara, CA
Email: lmorris@nullmissionwealth.com
Direct Line: (805) 690-3906

Career Highlights

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.

Personal Pursuits

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.

Education

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.

Luke Recommends