Alyssa Morris, JD
Managing Director Client Advisor San Francisco, CA
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206.707.7399Alyssa’s desire to help others, coupled with her passion for finance, led her to a career in wealth management. She acts as a partner and advocate, educating her clients about their financial decisions to build confidence and feel empowered. Prior to joining Freestone, Alyssa was a wealth advisor at Parallel Advisors, assisting her clients with financial planning and investment management. She began her financial career as an investment banking analyst in New York at Bankers Trust (BT Alex. Brown). After earning her law degree, she joined Latham & Watkins in San Francisco, practicing corporate law with a focus in debt and equity financing, M&A and joint ventures. Following her work as a corporate attorney, she joined UBS Investment Bank as a Director in the Leveraged Finance Group. She also spent several years working with institutional investors raising capital for top-tier fund managers before making the transition to help high-net-worth individuals and families.
Education
Alyssa earned a JD from Georgetown University Law Center and a BS in Economics from the Wharton School at the University of Pennsylvania.
Outside Freestone
In her spare time, Alyssa enjoys spending time with her husband and two daughters, especially hiking the trails in Marin County with their dog, Waylon. Alyssa also enjoys Crossfit, running and any beach time she can get. Alyssa currently serves as Investment Committee Chair for the Marin Community Clinics and is a member of the Investment Committee for the San Domenico School. She is also a member of the State Bar of California.
Recognition
Alyssa was named to the Forbes “Best-In-State Women Advisors” list in 2025 and recognized as a Five Star Wealth Manager (2022–2025) by Five Star Professional.
The Five Star Wealth Manager award is administered by Five Star Professional (FSP). The Five Star Wealth Manager awards were received annually for the years 2023–2025, based on annual data as of February 27 through August 25 for the years 2022–2024. Forbes awards and rankings are compiled by SHOOK Research LLC. The 2025 Forbes Best-In-State Wealth Advisors was issued on 4/8/2025 based on the time period 6/30/2023 – 6/30/2024.
The Forbes Top Women Advisors Best-In-State 2026 award was issued on 2/4/2026 based on the time period 6/30/2024-6/30/2025. Freestone did not pay a fee to be considered for any award or ranking, although some publications may require payment of a fee for use of the awards in marketing materials. Please refer to our disclosures page for additional information: https://www. freestonecapital.com/disclosures/