Ann Morrell, Private Wealth Adviser
Ann is a Financial Adviser who joined Trustees Executors as a Private Wealth Adviser in 2017. She has over 35 years’ experience in the financial services sector across a variety of roles for a major bank, most recently as a Private Banker. Ann has developed long, trusted relationships with many of her clients spanning both decades and generations, not only providing advice, but developing their financial literacy along the way.
Ann is a specialist in helping women take control of their financial futures. She takes the time to listen and understand her clients’ long term goals and objectives, the challenges they may be facing in their lives and their personal preferences in their investments. Ann then builds a diversified range of investments that help deliver long term growth, income and/or wealth preservation
She completed a Post Graduate Diploma in Personal Financial Planning at Massey University in 2002, and holds the Certified Financial PlannerCM (CFPCM) designation.
Outside of work Ann and her partner, Greg, are kept busy on their 8 acre lifestyle block west of Christchurch, with their dog and cat. In their spare time they are keen motorcyclists - Ann rides a Honda VTR1000 - and enjoys many rides around Canterbury. She is also an avid follower of motorcycle racing both in New Zealand and overseas.