Stephen Morris

Stephen Morris is a Customer Service Specialist at Mercer Advisors, a position held since July 2024. Previously, Stephen served as a Senior Client Service Associate at Wetherby Asset Management from October 2022 to October 2023 and as an Associate Financial Advisor at Peak360 Wealth Management, LLC from March 2022 to October 2022. Before these roles, Stephen worked as a Client Service Operations Associate at BakerAvenue Wealth Management from March 2020 to January 2022 and participated in the Financial Advisor Development Program at Merrill Lynch for a brief period in 2019. Early career experience includes a role as a Faculty Assistant at Contra Costa Jewish Day School from September 2017 to July 2019. Stephen holds a Bachelor's degree in Applied Economics from the University of Oregon, which was completed in 2017.