Concorde Names Marc Morell Chief Compliance Officer

Morell has more than 25 years of experience in compliance, anti-money laundering (AML), regulatory oversight, and advisor supervision. Before joining Concorde, he served as Chief Compliance Officer and AML Compliance Officer at BALANZ Capital.

Earlier, he led field supervision at Snowden Lane Partners, overseeing compliance for more than 140 registered professionals, and previously managed the supervision of over 35 financial advisors at Wells Fargo Advisors in the Miami area.

Morell is known for his practical and collaborative approach to compliance, with experience in building compliance programs, leading regulatory initiatives, supervising advisors, and working with regulators. He holds several FINRA licenses, including Series 4, 7, 9, 10, 24, 63, and 99.

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Concorde has also strengthened its team with the appointments of Christina Munster as Due Diligence Officer, Daniel Ali as Accounting Manager, James Hough as Associate in the Concorde Virtual Assistant Program, Yehya Mohsen as Associate in Brokerage Operations, and Terry Delongchamp as Director of Advisory Technology Experience.

"I'm excited to join Concorde at such an important time in the firm's growth," said Morell. "Compliance is most effective when it enables advisors to serve clients confidently while maintaining the highest regulatory standards. I look forward to working with the team to continue strengthening Concorde's compliance program as the firm expands."

"Marc brings exactly the kind of seasoned, hands-on compliance leadership Concorde needs as we continue to grow," said Danielle Delongchamp, president and chief executive officer of Concorde. "His depth of experience leading broker-dealer compliance, advisor governance and regulatory oversight provides a strong foundation for our next phase of growth while reinforcing our commitment to serving financial professionals."

About Concorde

Founded in 2010, Concorde is a full-service broker-dealer, SEC-registered investment advisor (RIA), and insurance firm. The company provides investment, advisory, and insurance solutions that help financial professionals support their clients and achieve their financial goals.

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