Choreo Elevates Ray Morrill to Chief Wealth Officer, Enhances Wealth Management
In a significant step towards advancing its wealth management capabilities, Choreo, LLC has promoted Ray Morrill to the position of Chief Wealth Officer. This is not just a change of title, but a strategic initiative aimed at enhancing the advisor-client relationship and redefining the standards of wealth management within the firm. Morrill will spearhead advisor development and enrich client experiences while maintaining a focus on the integrated technology-enhanced wealth management model that Choreo is recognized for.
CEO Jason Van de Loo noted the importance of this role, stating, "Ray is the right leader for this role because he understands Choreo, understands our advisors and the clients we support." His extensive experience in wealth management, including financial planning and advisor development, uniquely positions him to ensure a seamless alignment between Choreo's growth objectives and its commitment to exceptional client service. Morrill previously served as Senior Director of Wealth Management at Choreo, where he played an instrumental role in developing innovative financial strategies tailored to clients.
Underbridge that relationship, Morrill is dedicated to fostering a highly systematic approach to wealth management. He emphasized that his focus will be on creating a consistent experience across all client interactions. Moreover, he seeks to leverage technology to streamline operations and enhance service delivery, ensuring that clients receive personalized solutions without sacrificing quality. This modernization effort aims to further differentiate Choreo in the competitive landscape of wealth management.
Before joining Choreo, Morrill amassed considerable experience at RSM US Wealth Management, where he held the position of Director, prior to which he worked with Argosy Wealth Management and served roles at Edward Jones and Union Bank. His credentials as a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor® (CPWA®) underscore his expertise in the field of wealth management.
Morrill's promotion not only reflects his individual capabilities but also embodies Choreo's philosophy of nurturing talent from within the organization. Van de Loo reiterated this commitment by stating, "We will continue to bring in outside leaders when that is the right answer, but we also want people inside Choreo to see a real path to leadership." The holistic development of the advisory team will also contribute to elevated service standards for Choreo's client base, which as of December 31, 2025, consisted of over 7,000 clients and approximately $28.6 billion in assets under management and advisement.
Choreo, which operates from over 40 locations nationwide, is dedicated to innovating tax-smart wealth planning to enhance the lives of clients, their businesses, and the communities they are part of. Founded over 20 years ago as a subsidiary of a leading CPA firm, the company prides itself on its tailored approach and its commitment to empowering both clients and advisors.
With Morrill at the helm as Chief Wealth Officer, Choreo is poised to expand its influence in the wealth management space, ensuring that it continues to meet the evolving needs of its clientele while fostering a culture of growth and leadership within its team. This promotion symbolizes Choreo's continuous evolution towards a future where providing exceptional service and creating robust financial solutions for clients remains at the core of the firm's mission.
CEO Jason Van de Loo noted the importance of this role, stating, "Ray is the right leader for this role because he understands Choreo, understands our advisors and the clients we support." His extensive experience in wealth management, including financial planning and advisor development, uniquely positions him to ensure a seamless alignment between Choreo's growth objectives and its commitment to exceptional client service. Morrill previously served as Senior Director of Wealth Management at Choreo, where he played an instrumental role in developing innovative financial strategies tailored to clients.
Underbridge that relationship, Morrill is dedicated to fostering a highly systematic approach to wealth management. He emphasized that his focus will be on creating a consistent experience across all client interactions. Moreover, he seeks to leverage technology to streamline operations and enhance service delivery, ensuring that clients receive personalized solutions without sacrificing quality. This modernization effort aims to further differentiate Choreo in the competitive landscape of wealth management.
Before joining Choreo, Morrill amassed considerable experience at RSM US Wealth Management, where he held the position of Director, prior to which he worked with Argosy Wealth Management and served roles at Edward Jones and Union Bank. His credentials as a Certified Financial Planner (CFP®) and a Certified Private Wealth Advisor® (CPWA®) underscore his expertise in the field of wealth management.
Morrill's promotion not only reflects his individual capabilities but also embodies Choreo's philosophy of nurturing talent from within the organization. Van de Loo reiterated this commitment by stating, "We will continue to bring in outside leaders when that is the right answer, but we also want people inside Choreo to see a real path to leadership." The holistic development of the advisory team will also contribute to elevated service standards for Choreo's client base, which as of December 31, 2025, consisted of over 7,000 clients and approximately $28.6 billion in assets under management and advisement.
Choreo, which operates from over 40 locations nationwide, is dedicated to innovating tax-smart wealth planning to enhance the lives of clients, their businesses, and the communities they are part of. Founded over 20 years ago as a subsidiary of a leading CPA firm, the company prides itself on its tailored approach and its commitment to empowering both clients and advisors.
With Morrill at the helm as Chief Wealth Officer, Choreo is poised to expand its influence in the wealth management space, ensuring that it continues to meet the evolving needs of its clientele while fostering a culture of growth and leadership within its team. This promotion symbolizes Choreo's continuous evolution towards a future where providing exceptional service and creating robust financial solutions for clients remains at the core of the firm's mission.
Topics Financial Services & Investing）
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