As a Branch Professional with Morton Private Wealth Strategies, Inc., Carissa is dedicated to supporting clients by ensuring a smooth, welcoming, and efficient experience. She partners closely with advisors to facilitate day-to-day operational needs, helping create clarity and consistency in every client interaction. Guided by a commitment to exceptional service, clear communication, and genuine care, Carissa helps clients feel supported and confident as they navigate their financial lives.

Carissa joined Morton Private Wealth Strategies, Inc. in December 2025, bringing a strong background in customer service and a passion for helping people. Her relationship-focused approach aligns with the firm’s mission to pair Raymond James' resources with the personalized attention of a small practice.

Carissa’s life outside the office is equally meaningful. She grew up in Texas and Illinois before settling in Geneva in 2019, a community she proudly calls home. She enjoys spending time with her two daughters, taking trips with her boyfriend, going to concerts, spending time with friends, and, whenever possible, hiking and cooking.