Brett Morris
Associate Vice President
Brett comes to Perch Wealth with over fifteen years of experience in the corporate finance world, specifically in high-growth, venture capital and private equity backed technology startups. Spanning multiple industries including insurance, healthcare, and data analytics, Brett has led finance teams through significant periods of growth as well as multiple M&A transactions and a successful IPO.
With a heavy focus on the go-to-market function in each prior role, Brett brings significant experience in helping customers navigate complex, forward-looking scenarios and breaking down complicated financial concepts into easily understood components. At Perch Wealth, he is excited to bring this experience forward in helping clients navigate their own unique financial goals.
Brett received his bachelor’s degree from San Diego State University. He also holds Financial Industry Regulatory Authority (FINRA) Series 22 and 63 licenses.
Outside of work, Brett can usually be found with his wife Brooke on a soccer field supporting his three daughters and their club teams, or on an ice rink relearning how to play hockey after a twenty-year break.
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Brett Morris is a Registered Representative of Realta Equities, Inc. Realta Equities, Inc. is not affiliated with Perch Wealth located at 29122 Rancho Viejo Rd Suite 111, San Juan Capistrano, CA 92675. Securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.