Willis Morrison
About Willis Morrison
Willis Morrison is a Relationship Banker at Chase in New York, specializing in wealth protection and risk management strategies tailored to individual client needs. He focuses on educating clients and implementing customized financial plans to help them achieve their financial goals.
Work at Chase
Willis Morrison has been employed at Chase as a Relationship Banker since 2015. In this role, he focuses on implementing customized financial plans that align with the specific objectives of his clients. His work involves collaborating with Financial Advisors, Mortgage Bankers, and Business Relationship Managers to deliver comprehensive financial solutions. Morrison's position allows him to engage directly with clients, ensuring they receive tailored advice and support in managing their financial needs.
Education and Expertise
Willis Morrison studied at the University of Arizona, where he earned a Bachelor's degree in Business. His educational journey spanned from 2002 to 2009, providing him with a solid foundation in business principles. His expertise lies in wealth protection and risk management strategies, which he tailors to meet the unique needs of individual clients. This educational background supports his current role in the financial services industry.
Background
Before joining Chase, Willis Morrison worked as a Financial Advisor at Axa Advisors from 2013 to 2015. During his time there, he focused on educating clients to make informed financial decisions. This experience contributed to his understanding of client needs and enhanced his ability to develop effective financial strategies. His background in both advisory and banking roles has equipped him with a diverse skill set in the financial sector.
Achievements
Willis Morrison has a mission to assist clients in identifying and prioritizing their financial goals. His approach emphasizes the importance of education in financial decision-making, ensuring that clients are well-informed about their options. Through his work, he has established a reputation for delivering tailored financial solutions that address the specific needs of his clients.