Roy Morgan Elliott Jr. is a Managing Director and Wealth Manager at First Republic Investment Management.
Mr. Elliott joined First Republic in 2019. Mr. Elliott recognizes the importance of a financial legacy and preparing the next generation for meaningful life changes. Known for his ability to build relationships, Mr. Elliott advises a diverse professional client population and helps their families as they grow. Prior to joining First Republic, Mr. Elliott was a Vice President at Wells Fargo Advisors, which he joined in 2004 from Morgan Stanley where he was a Financial Advisor.
Active in his local community, Mr. Elliott is a board member of The Seany Foundation, a San Diego nonprofit organization that brings relief and happiness to children, and their families, struggling with cancer.
Mr. Elliott earned his bachelor’s degree in Economics from California State University, San Marcos.
Wealth Management Experience: Since 2001
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