Alyssa Morris, JD

Alyssa’s desire to help others, coupled with her passion for finance, led her to a career in wealth management. She acts as a partner and advocate, educating her clients about their financial decisions to build confidence and feel empowered. Prior to joining Freestone, Alyssa was a wealth advisor at Parallel Advisors, assisting her clients with financial planning and investment management. She began her financial career as an investment banking analyst in New York at Bankers Trust (BT Alex. Brown). After earning her law degree, she joined Latham & Watkins in San Francisco, practicing corporate law with a focus in debt and equity financing, M&A and joint ventures. Following her work as a corporate attorney, she joined UBS Investment Bank as a Director in the Leveraged Finance Group. She also spent several years working with institutional investors raising capital for top-tier fund managers before making the transition to help high net worth individuals and families.