Gerald Morse, CMFC®, CPFA®

I am a financial advisor with 30 years of experience helping clients make confident, informed financial decisions. A graduate of the University of Michigan–Flint with a degree in Finance, I also hold the Certified Plan Fiduciary Advisor (CPFA) and Chartered Mutual Fund Counselor (CMFC) designations. Throughout my career, I have built lasting relationships based on trust, education, and measurable results.

I am passionate about growing my practice, mentoring our new advisors at MMB, and guiding clients toward their financial goals.

Outside the office, you will often find me on the golf course with my son, Collin, or exploring new destinations with my wife of 33 years, Amy. We have proudly called Grand Blanc home since 1993.