Choreo Elevates Ray Morrill to Chief Wealth Officer

CEO Jason Van de Loo noted that the appointment reflects a commitment to internal career paths and the need for leadership that deeply understands the firm's existing culture. Morrill, who holds CFP, CPWA, and AEP designations, will be responsible for scaling the company's integrated wealth management platform, focusing on technology adoption and practice management. His transition aims to balance consistent service delivery with the personalized attention required by high-net-worth clients.

Prior to this promotion, Morrill served as Senior Director of Wealth Management at Choreo, where he specialized in tax-smart planning and executive compensation strategies. His professional background includes tenure at RSM US Wealth Management, Argosy Wealth Management, and Edward Jones. Choreo currently manages approximately $28.6 billion in assets, operating across 40 locations with a focus on tax-integrated financial planning.