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Joseph C. Morse

JOSEPH C. MORSE, FINANCIAL ADVISOR, PARTNER

Joe is a founding partner in Morse Wealth Management and a veteran Financial Advisor with experience spanning nearly four decades. Joe has faced the rise and fall of various market cycles, and understands the discipline needed to prudently help manage, preserve and grow your wealth.

Today, Joe continues to advise and support our clients, and is committed to helping you achieve your financial objectives throughout every chapter of your financial life.

Joe believes in giving back to his community and serves as President of the Mission Trails Regional Park Foundation (Mtrp.org). Married in 1965 to his wife, Rosemarie, together, they have lived in the same house for almost as long and are greatly proud of their son, Carlton.

  • Began his securities career as an Account Executive with Merrill Lynch in March 1977.
  • Served as founding member of the Merrill Lynch office in La Mesa, Calif., in the early 1980s and rose to the position of Vice President.
  • Moved to Morgan Stanley Smith Barney in 1998, where he held the position of Senior Vice President – Wealth Management.
  • Joined Wells Fargo Advisors Financial Network in 2008, forming Morse Wealth Management as an independent practice.
  • Served in the United States Army with Honorable Discharge prior to becoming a Financial Advisor.
  • Attended the University of California, Hastings College of the Law.
  • Earned a bachelor’s degree in political science from the University of California, Los Angeles (UCLA).
  • Holds his Series 7, 63 and 65 securities registrations, and California insurance license number 0A56957.
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