Alyssa Morris, JD

Managing Director | Client Advisor | San Francisco, CA

560 Mission Street, Suite 2800, San Francisco, CA 94105







Alyssa’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.


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 a Board Member and Investment Committee Chair for the Marin Community Clinics, a multi-clinic network providing vital health services to more than 35,000 insured and uninsured patients annually. Alyssa is a member of the State Bar of California.