Choreo Promotes Ray Morrill to Chief Wealth Officer Role

In his new role, Morrill will lead advisor development, client and advisor experience, financial planning, practice management, and the continued growth of Choreo's technology-driven wealth management platform. He will also continue working directly with clients and supporting advisors.

Ray Morrill has extensive experience in wealth management, financial planning and advisor development, with a strong focus on working alongside CPA partners. Most recently, he served as Senior Director of Wealth Management at Choreo, where he helped clients with financial planning, and investment strategies.

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His areas of expertise include estate planning, business transition planning, wealth transfer, investment management, and executive compensation planning.

Before joining Choreo, Ray Morrill worked at RSM US Wealth Management, where he later became a Director. Earlier in his career, he served as an Investment Advisor Representative and Business Development Manager at Argosy Wealth Management. Also, he held advisory and banking roles at Edward Jones and Union Bank.

"This role is not simply about continuing what Choreo has already built," Morrill said. "It is about taking the next step in how we support advisors and clients across the firm. We have an opportunity to create a more consistent experience, strengthen our planning and practice management capabilities and use technology more effectively to create capacity without losing what makes this firm special."

"As we continue to grow, this position is about much more than managing the advisor organization. It is about helping shape the future of Choreo, strengthening the experience we deliver and building a model that can scale with consistency while preserving the judgment and personalization clients expect," said Jason Van de Loo, Choreo's CEO.

About Choreo

Choreo is an independent wealth management firm that specializes in tax-smart financial planning. The company helps individuals, families and business owners create financial strategies that support their long term goals. With more than 40 offices across the United States, Choreo's advisors provide personalized wealth planning and financial solutions, allowing clients to focus on what matters most to them.

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