How can you pursue what matters most?

The Morris Cruz Group Picture

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Trevor M. Morris Profile Picture

    Trevor Morris

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • HI
    • ID
    • MA
    • MI
    • MS
    • MT
    • NC
    • ND
    • NJ
    • NV
    • NY
    • OH
    • OR
    • TX
    • UT
    • VA
    • VT
    • WA

    Trevor is the proud leader of The Morris Cruz Group and brings over 30 years of industry experience advising clients to the team. He has been with UBS since 2000. As team leader, Trevor oversees all aspects of the group's investment management process. His investment skills are invaluable to the team, with his extensive experience in equity research and analysis and asset allocation.

    Trevor graduated from Stanford University, and earned an M.B.A. from Harvard University. He lives in San Marino and enjoys cars, gardening and spending quality time with family and friends.

      • Stanford University, B.A.
      • Harvard University, M.B.A.
        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
      • Robert Carlos Cruz Profile Picture

        Robert Cruz

        Financial Advisor

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        • AK
        • AL
        • AZ
        • CA
        • CO
        • CT
        • DC
        • FL
        • GA
        • HI
        • ID
        • IL
        • IN
        • KY
        • MA
        • MD
        • ME
        • MI
        • MN
        • MO
        • MS
        • MT
        • NC
        • ND
        • NE
        • NH
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • VT
        • WA
        • WI
        • WY

          • California State University, Northridge, B.S. in Finance
            251 South Lake Avenue
            10th Floor
            Pasadena, CA 91101

          The Year Ahead - Sustainable Investing

          Retirement planning

          Retirement planning

          Multigenerational planning

          Multigenerational planning

          Legacy—Wealth for others

          For needs that go beyond your own—to help you improve the lives of others

          What will your legacy be?
          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

          Learn more at ubs.com/wealthway.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          51 countries

          Our global footprint

          Global leader

          UBS is a world-leading wealth manager

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