Team

At Morrison & Associates Wealth Management, our focused team approach gives our clients the opportunity to be treated to a true Red Carpet Experience.

Our team combines a wide range of knowledge with decades of experience to provide the broad perspective necessary to assist our clients in achieving their financial objectives for both the long and short term.

 

William O. Morrison, Jr., CPA

President/ Financial Advisor

630-762-8600

630-762-7776

Bill is the leader of our organization and he manages relationships with our clients as well as supervises operations. He has both tax and investment knowledge with over 30 years in the business. He is a family man with three grown...

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Marilyn Morrison

Vice President/ Client Services Associate

630-762-8600

630-762-7776

Marilyn is a Client Service Associate and works with Bill to give outstanding client service to our investment, tax and accounting clients. Also a graduate of Millikin University, she lives in Batavia with Bill and Sadie, the family...

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Dawn is one of the “go to” people of the organization for answers when others are out of office. She has knowledge of and prepares all of the various types of tax returns. She is a CPA with over 25 years of experience. She and her...

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Debby is an Enrolled Agent with 30 years of experience in the tax & accounting industry. She lives in Batavia with her 2 dogs. She loves birding and gardening and has combined those interests by creating a year round bird sanctuary in...

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Sue is our Project Coordinator. She is a graduate of both the University of St. Thomas and Boston University. She currently lives downtown Chicago with her husband and Chocolate Lab. When she isn’t working she enjoys finding new things...

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Mary Grant

Client Services Associate

630-762-8600

630-762-7776

Mary is a Client Service Associate whose responsibilities are assisting our clients with office and investment support. She is married and has three grown children and resides in Batavia. Mary is an ardent fan of the St. Louis Cardinals.

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