Senior Wealth Manager Rick Morse Talks Music, Money & Your Future

Music Matters with Darrell Craig Harris

Darrell Craig Harris

Music Interviews, Music, Music Commentary

4.6 • 107 Ratings

🗓️ 28 December 2025

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Rick Morse is a Senior Financial Advisor along with being a Senior Vice President at Merrill Lynch Wealth Management in Long Island, NY. In this episode Rick talks about music, your money, and planning your future! Rick graduated from Ithaca College in 1978 with a Bachelor of Science degree in accounting. He earned his Certified Investment Management Analyst® designation at The Wharton School, University of Pennsylvania, the CERTIFIED FINANCIAL PLANNER® certification and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. He is a member of Investment Management Consultants Association, CFP Board of Standards and the Institute for Preparing Heirs. Rick grew up navigating two worlds with complimentary sets of values. One culture focused on achieving success while the other focused on enjoying success. His focus includes multi-generational wealth planning, business succession strategies and tax aware investment management. He advises high net worth families, corporate executives, foundations and profit sharing plans. His goal is to help clients bridge the gap between building wealth and preserving it and has his clients make thoughtful, unhurried decisions. Rick has the knowledge, experience, and access to fully capitalize on the extensive resources and global reach of Merrill Lynch Wealth Management. Website https://advisor.ml.com/sites/ny/melville-ny/morse-group Listed as Richard Morse on the website Location Melville, NY About Music Matters with Darrell Craig Harris The Music Matters Podcast is hosted by Darrell Craig Harris, a globally published music journalist, professional musician, and Getty Images photographer. Music Matters is now available on Spotify, iTunes, Podbean, and more. Each week, Darrell interviews renowned artists, musicians, music journalists, and insiders from the music industry. Visit us at: www.MusicMattersPodcast.comFollow us on Twitter: www.Twitter.com/musicmattersdh For inquiries, contact: musicmatterspodcastshow@gmail.com Support our mission via PayPal: www.paypal.me/payDarrell voice over intro by Nigel J. Farmer

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to Music Matters podcast with Daryl Craig Harris, talking about all things music,
0:09.0	with celebrities, artists, music business insiders, and more.
0:18.0	Rick Morris, how are you doing today?
0:20.7	I'm doing well, thanks. Nice to be here. Thank you for having me. Yeah. Rick Morris, how are you doing today?
0:24.2	I'm doing well, thanks. Nice to be here. Thank you for having me.
0:31.3	Yeah, I'm excited to talk to you. You're coming to us from, is, are you in upstate New York or what part of New York are you in?
0:38.1	No, I'm on Long Island in Melville, New York. Oh, okay. Long Island. So you're kind of very close to the city.
0:39.2	Right.
0:41.1	Closer to the city, then the Hampton.
0:44.8	It's about an hour from the city, two hours from the Hampton.
0:45.5	Awesome.
0:48.7	So, yeah, so you have an interesting background.
0:52.0	You're a senior vice president, wealth manager, management advisor.
0:56.7	I'll let you explain who you actually work with. but I know you have your own group. You, these days, you're doing general financial planning for CEOs,
1:03.0	nonprofits, high net worth individuals, as they would say. But you also work a lot with musicians,
1:09.3	entertainers, planning out strategies to deal with money, to do a long-term plans.
1:15.7	Talk a little bit about your background and how you got into also working with musicians and that kind of thing.
1:22.3	Okay.
1:22.5	So I started professionally as an accountant, hated it.
1:31.3	But I didn't know what else to major in in college. But I always had an interest in music.
1:33.3	I was never any good at performing or playing an instrument,
1:37.3	or more recently I did start taking up piano lessons.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Darrell Craig Harris, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Darrell Craig Harris and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.