Financial advisors for every generation

Value statement

The Doege and Morris Team is dedicated to helping our clients achieve their financial goals at every stage of life. We are a multi-generational team with more than 60 years combined experience providing comprehensive wealth management services to individuals, families and business owners. We believe in honesty, transparency, and a firm commitment to placing clients’ needs first. We are deeply committed to providing the exceptional service our clients deserve and expect.

Our approach

Our team is focused on you - the client. We will take the time to understand your unique objectives and risk tolerance in order to help build a portfolio that is appropriate for you. Helping you to balance, prioritize, and ultimately achieve your goals is central to everything we do as your Financial Advisors.

Proud to be a Forbes Best-in-State Wealth Management Team

We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Wondering what to do with your retirement plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Learn more by reading about the RBC Rollover IRA.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

In the news

We’re excited to share our team’s recent profile as seen in the October/November editions of Fortune, Entrepreneur, and Bloomberg Businessweek magazines. The profile details our process for helping clients prepare for the future they want, while providing the exceptional service they deserve.

 

Let's start the conversation

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Disclosures

The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Brynn Morris is currently registered to conduct business with residents of the following states: AZ, CA, CT, DC, GA, IN, KS, MD, MI, MO, AL, NV, AR, NM, CO, NC, DE, OK, FL, SC, IL, UT, IA, VA, LA, WI, MA, MN, NE, NJ, NY, OH, OR, TX, VT, WA. Arkansas Insurance License #17665201. California Insurance License # 0N11250.

Brynn Morris, NMLS # 1733593, and Kyle Doege, NMLS # 1889415 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Kyle Doege is currently registered to conduct business with residents of the following states: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, SC, TX, VA, VT, WA, WI. Arkansas Insurance License #15768626. California Insurance License # 4118711.

Read additional advisor disclosures.