Keudell Morrison Wealth Management, LLC

Stephanie Smith is a financial advisor with Keudell Morrison Wealth Management, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Keudell Morrison since 2018 and previously was with Wells Fargo Advisors Financial Network. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory, using mutual funds, ETFs, and separately managed accounts, and incorporates fundamental, technical, and economic analysis.

Amanda Shine is a financial advisor at Keudell Morrison Wealth Management, LLC with 12 years of industry experience. She holds a Series 66 credential and has worked at Keudell Morrison since 2018, previously spending five years with Wells Fargo Advisors Financial Network, LLC. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans by providing investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory-based investment approach with global diversification and utilizes mutual funds, ETFs, and separately managed accounts, including the use of derivatives within SMAs.

Kurt Potter is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Hoffman, Stewart & Schmidt PC and was employed by Cascade School District. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with global diversification and employs mutual funds, ETFs, and separately managed accounts, including the use of derivatives within SMAs.

Joel Blount is a financial advisor with Keudell Morrison Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network, LLC for six years before joining Keudell Morrison in 2018. Outside of advising, Mr. Blount is a licensed insurance agent authorized to sell various insurance products. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm employs a global diversification strategy based on Modern Portfolio Theory and utilizes mutual funds, ETFs, and separately managed accounts, including the occasional use of derivatives within SMAs.

Michael Morrison is a financial advisor at Keudell Morrison Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and retirement plans by providing investment management and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with global diversification and employs mutual funds, ETFs, separately managed accounts, and occasionally derivatives.

Larry Keudell is a CFP® professional with 41 years of industry experience. He has worked at Keudell Morrison Wealth Management, LLC since 2018 and previously spent six years at Wells Fargo Advisors Financial Network. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans, offering investment management and comprehensive financial planning services. The firm’s investment approach is based on Modern Portfolio Theory with an emphasis on global diversification, utilizing mutual funds, ETFs, separately managed accounts, and derivatives within SMAs.

Joseph Morelli is a CFP® professional with four years of experience in financial advising. He has been with Keudell Morrison Wealth Management, LLC since 2019. Prior to his advisory role, he worked at ON1, Inc. for nine years. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profit organizations, and retirement plans by providing investment management and comprehensive financial planning services. The firm applies Modern Portfolio Theory with a focus on global diversification and utilizes mutual funds, ETFs, and separately managed accounts, occasionally employing derivatives within SMAs.

Max Elvrom is a CFP® with 14 years of industry experience, currently serving at Keudell Morrison Wealth Management, LLC. He previously worked at Edward Jones for seven years and held financial planning roles at USAA. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and retirement plans, providing investment management and comprehensive financial planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing mutual funds, ETFs, and separately managed accounts, and incorporates fundamental, technical, and economic analysis methods.