John W. Morris

Managing Partner, Wealth Manager

Crestwood-01-175x218A co-founding partner of the firm, John’s primary responsibilities are managing client relationships and new business development. John sees his greatest responsibility as “ensuring we are communicating effectively and meeting each client’s standard of excellence.” Prior to founding the firm, John was a Managing Director with Bingham Legg Advisers LLC, in Boston, where he successfully initiated the firm’s effort to develop and broaden new distribution channels as well as build a broad infrastructure to service third-party intermediaries. Earlier, he was a Partner and Senior Vice President at Corby Capital Markets, a Boston-based investment banking firm, and worked at the Chicago-based investment firm Wayne Hummer & Co.

John earned a BA from Kenyon College and an MBA from F.W. Olin School of Business at Babson College. He is a member of the Boston Estate Planning Council. John resides in Needham with his wife and five children. He can be reached at