Choreo Promotes Ray Morrill to Chief Wealth Officer

Choreo, LLC announced on July 10, 2026, the promotion of Ray Morrill to the position of Chief Wealth Officer. In this newly created role, Morrill will be responsible for advisor development, client and advisor experience, planning capabilities, practice management, and the scaling of Choreo's integrated, technology-enabled wealth management model.

This appointment is part of Choreo's growth strategy, aiming to enhance client experience and build a scalable model that preserves the personalized service clients expect. The firm, which originated from a large accounting and professional services entity, operates across more than 40 locations in the United States. As of the end of 2025, Choreo managed and advised on approximately $28.6 billion in assets.

Morrill brings extensive experience in wealth management, financial planning, and advisor development, particularly through collaboration with CPA partners. Previously, he served as Senior Director, Wealth Management at Choreo, focusing on comprehensive financial planning and investment strategies. His prior experience includes roles at RSM US Wealth Management and other financial institutions.

Choreo focuses on tax-smart wealth planning, aiming to improve the financial well-being of its clients, their businesses, and their communities. The firm serves over 7,000 clients. In his new capacity, Morrill will continue to serve clients and support advisors on a daily basis.