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Joanna Morrison
Senior Wealth Strategist - Executive Director at UBS
Joanna Morrison is an Executive Director and Senior Wealth Strategist in Advanced Planning at UBS Financial Services Inc.13 She specializes in working with ultra-high net worth individuals and their advisors, helping them develop and implement tax planning strategies.5
Professional Background
Joanna has a strong background in estate planning and wealth management. Her expertise includes:
- Estate planning
- Tax planning
- Wealth management strategies for high-net-worth clients
Education and Qualifications
Joanna holds a law degree from Vanderbilt University Law School.2 Her legal background has likely contributed to her expertise in estate and tax planning.
Professional Recognition
Joanna has received notable recognition in her field:
- Selected for the American Bar Association Real Property, Trust and Estate Law Section's Fellows Program (2020-2022 class)4
- Chosen as a Dennis I. Belcher Young Leader by The ACTEC Foundation for 2022-20245
Current Role
At UBS, Joanna serves as:
- Executive Director
- Senior Wealth Strategist in Advanced Planning3
In this capacity, she likely provides high-level strategic advice to wealthy clients on complex financial matters, particularly in areas related to estate planning and wealth transfer.
Location
Joanna is based in the Greater Chicago Area2, though her work with UBS may involve clients from various locations.
Joanna Morrison's expertise in estate planning, tax strategies, and wealth management for ultra-high net worth individuals makes her a valuable asset to UBS and its clients in navigating complex financial landscapes.
