About Us

Joseph Morse, Partner

Joseph (Joe) Morse is a founding partner in Morse Wealth Management and veteran Financial Advisor with experience spanning over three decades. Joe has faced the rise and fall of various market cycles, and understands the discipline needed to resourcefully and prudently help manage, preserve and grow your wealth. Today, Joe serves as our clients' main point of advisory contact and is committed to helping you achieve your financial objectives throughout every life chapter of wealth.

• 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 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.
• 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.
• Serves as President of the Mission Trails Regional Park Foundation (mtrp.org).
• Joe and his wife were married in 1965. Together, they have lived in the same house for almost as long and are greatly proud of their son, Carlton.