Ann Morrell BW

Ann Morrell

Private Wealth Adviser (Canterbury & Otago)

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 and has been awarded the “Trusted Adviser” mark by Financial Advice New Zealand.

Outside of work Ann and her partner, Greg, are kept busy on their 8 acre lifestyle block west of Christchurch, with a variety of animals. In their spare time they are keen motorcyclists enjoying many rides around Canterbury.