A white background with a few lines on it
A man in a suit and plaid shirt is smiling for the camera.

Wm. David Morrison

Private Client Advisor

At Highland Investment Advisors, David Morrison partners with clients to craft thoughtful financial strategies tailored to their unique goals. Drawing on his extensive background in portfolio management and business leadership, David is dedicated to helping clients navigate complex financial landscapes with confidence and clarity.


Before joining Highland in 2013, David served as a Private Portfolio Manager for a high-net-worth family office, honing his skills in results-driven investing and personalized financial planning. Earlier in his career, he was the President and co-owner of a wholesale business in St. Louis, as well as a Sales Representative for Pulsar, a division of Seiko USA. His diverse experience, including time in the buying offices of a major department store chain, equips him with a broad perspective on financial and business strategies.


David’s approach to client service emphasizes collaboration, transparency, and a steadfast commitment to the fiduciary standard. As part of the Highland team, he works closely with colleagues to deliver holistic and effective solutions that align with each client’s vision for success.

Share by: