Client Service Administrator

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Laurie Rymer

Laurie is a caring team member who brings three decades of customer-service experience to support clients.

Laurie joined Morse Wealth Management in 2023 as Client Service Administrator, rounding out the proactive support we provide our clients. Laurie focuses on our team’s daily operations and helping to ensure we deliver smooth client service across our relationships. Thorough in her support, Laurie is always ready to help and will tackle any challenge with enthusiasm and care.

Laurie brings nearly 15 years of experience in financial services and 30 years in customer service. She also has experience working with special-needs children and fostering medically fragile infants. Her breadth of experience enables Laurie to empathize with others and help our team proactively support our clients.

Laurie an east county San Diego native, enjoys an active, creative lifestyle. She loves going to the beach, paddle boarding, and kayaking. She also goes hiking and does crafting in her spare time. And her most cherished activity is spending time with her husband and grandkids.

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About Carlton

Career Highlights

  • Began as a Financial Advisor with Merrill Lynch in 1992, where he earned the designations of Senior Financial Consultant and Certified Financial Manager.
  • Moved to Morgan Stanley Smith Barney in 1998, subsequently becoming Vice President, Wealth Management and earning the Financial Planning Specialist title.
  • Joined Wells Fargo Advisors Financial Network in 2008, forming Morse Wealth Management as an independent practice.
  • Is a CERTIFIED FINANCIAL PLANNER™ certificant[1].
  • Holds the Certified Investment Management Analyst® professional designation[2].
  • Holds his Series 7, 24, 63 and 65 securities registrations, and California insurance license number 0B16353.
  • Earned a bachelor’s degree in Political Science from the University of California, Los Angeles (UCLA) with a minor in International Relations.
  • Earned a Certificate in Financial Planning from San Diego State University Graduate School of Business.
  • Completed the IMCA Certified Investment Management Analyst Program at the Haas Graduate School of Business, University of California, Berkeley.

[1] Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

[2] Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

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