Experience

Makes all the difference

The right team

The Morris Cruz Group has the experience and resources to help you confidently pursue your goals. We are large enough to have considerable resources but small enough to give our clients a high level of service and attention. We are a tight-knit team that excels at helping our clients make the smartest financial moves.

The right firm

At UBS, we have been building wealth management relationships for generations, working closely with clients to help them realize their goals. We strive to be your ally for the long term, helping to shape your future.

We invite you to learn more about The Morris Cruz Group and see how we can help create the wealth management experience that’s right for you.

Trevor Morris

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Stanford University, B.A.
  • Harvard University, M.B.A.
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

Robert Cruz

Financial Advisor

Registered States:
  • 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

Education

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

Email Me