Keudell Morrison Wealth Management, LLC

Stephanie Smith is a financial advisor at Keudell Morrison Wealth Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors before joining Keudell Morrison Wealth Management. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and pension/profit-sharing plans by providing investment management and comprehensive financial planning services. The firm employs a diversified investment approach based on Modern Portfolio Theory and offers access to institutional trading and research through its wrap fee program.

Amanda Shine is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR, holding a Series 66 designation with 13 years of industry experience. She previously worked at Wells Fargo Advisors for five years before joining Keudell Morrison Wealth Management, where she has been since 2018. Keudell Morrison Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, not-for-profits, and pension/profit-sharing plans. The firm manages approximately $921.5 million in client assets and employs an investment approach based on Modern Portfolio Theory, utilizing diversification across asset classes and geographies through mutual funds, ETFs, and separately managed accounts.

Kurt Potter is a financial advisor at Keudell Morrison Wealth Management, LLC in Salem, OR, holding a Series 65 designation with one year of industry experience. His prior work includes roles in education at Cascade School District and a legal position at Hoffman, Stewart & Schmidt PC. Keudell Morrison Wealth Management provides investment management and comprehensive financial planning services to individuals, businesses, nonprofits, and pension plans. The firm employs a Modern Portfolio Theory approach, focusing on systematic diversification using mutual funds, ETFs, and separately managed accounts, and manages approximately $921.5 million in client assets.

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. Prior to joining Keudell Morrison in 2018, he worked at Wells Fargo Advisors for six years. Outside of his advisory role, Mr. Blount is a licensed insurance agent authorized to sell various insurance products. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and pension/profit-sharing plans, providing investment management and comprehensive financial planning services. The firm employs a Modern Portfolio Theory investment approach and operates a wrap fee program that emphasizes systematic diversification, institutional trading access, and detailed operational procedures.

Michael Morrison is a financial advisor at Keudell Morrison Wealth Management, LLC with 29 years of industry experience. He held roles at Wells Fargo Advisors from 2012 to 2018 before joining Keudell Morrison Wealth Management, where he has worked since 2018. Morrison holds Series 63 and Series 65 licenses. Keudell Morrison Wealth Management advises individuals, businesses, not-for-profits, and pension/profit-sharing plans with services including investment management and comprehensive financial planning. The firm manages approximately $921.5 million in client assets and employs an investment approach based on Modern Portfolio Theory, using a mix of mutual funds, ETFs, and separately managed accounts.

Larry Keudell is a CFP® professional with 42 years of industry experience, currently serving at Keudell Morrison Wealth Management, LLC since 2018. Prior to that, he worked for six years at Wells Fargo Advisors. Keudell Morrison Wealth Management advises individuals, businesses, not-for-profits, and pension/profit-sharing plans, providing investment management and comprehensive financial planning services. The firm manages approximately $921.5 million in client assets and employs a Modern Portfolio Theory-based investment approach with diversified asset allocation and use of mutual funds, ETFs, and separately managed accounts.

Joseph Morelli is a CFP® professional with four years of industry experience, currently serving at Keudell Morrison Wealth Management, LLC. His prior work includes nine years at ON1, Inc. Keudell Morrison Wealth Management advises individuals, businesses, not-for-profits, and pension/profit-sharing plans, providing investment management and comprehensive financial planning services. The firm manages approximately $921.5 million in client assets and employs a Modern Portfolio Theory-based investment approach with systematic diversification and multiple research methodologies.

Max Elvrom is a CFP® professional with 15 years of experience in financial advising. He currently works at Keudell Morrison Wealth Management, LLC, joining the firm in 2024 after seven years at Edward Jones and two years at USAA Financial Advisors. Keudell Morrison Wealth Management serves individuals, businesses, not-for-profits, and pension/profit-sharing plans with investment management and comprehensive financial planning, applying a Modern Portfolio Theory-based approach that emphasizes systematic diversification and uses mutual funds, ETFs, and separately managed accounts.