Morella & Morella, LLC

04/15/2026

Position filled! Excited to bring on our new team member! Thanks to everyone who reached out.

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04/13/2026

Great news! We are hiring! See details below!

Job Title: Client Service & Operations Associate
Location: Lafayette, Louisiana
Position Type: Full-time
Salary: Competitive with benefits

About Us
Morella & Morella Wealth Advisors & CPA’s is a growing, fee-only Registered Investment Advisor (RIA) dedicated to providing personalized wealth management, financial planning, and investment advice to high-net-worth families and professionals. We pride ourselves on a high-touch client experience, proactive service, and a collaborative, supportive team environment.

The Role
We are looking for a detailed-oriented and proactive Client Service & Operations Associate to act as the operational backbone of our firm. You will serve as the primary point of contact for clients, managing their day-to-day service needs while supporting our advisors with account maintenance, onboarding, and technology workflows.
This is a high-visibility, hands-on role perfect for someone who takes pride in accuracy, organization, and delivering white-glove service.
Key Responsibilities
• Client Onboarding: Manage the end-to-end new client onboarding process, including custodial paperwork, asset transfers, and account set-up.
• Account Servicing: Process daily client requests (ACATs, wire transfers, journals, distributions) accurately and promptly.
• Client Communication: Serve as a primary point of contact via phone and email for client inquiries, ensuring high satisfaction.
• Meeting Support: Prepare reports, agendas, and materials for advisor client meetings; manage post-meeting follow-ups and documentation.
• Technology & CRM: Maintain client records and workflows within our CRM (e.g., Redtail, Wealthbox, Salesforce) and custodial platforms (e.g., Schwab, Fidelity).
• Compliance: Support compliance tasks, maintain documentation, and adhere to SEC regulatory requirements.
• Process Improvement: Identify opportunities to improve operational efficiency and document procedures (SOPs).
Qualifications
• Experience: 2–5 years of experience in an RIA, wealth management environment, or client services.
• Knowledge: Strong understanding of custodial platforms and account types.
• Skills: Exceptional attention to detail, strong organizational skills, and proactive problem-solving abilities.
• Technology: Proficiency in CRM systems and MS Office/Google Workspace.
• Education: Bachelor’s degree preferred.
Why Join Us?
• Competitive salary.
• Comprehensive benefits package (Health, Dental, Simple-IRA match).
• Opportunity to grow within a fast-paced, expanding firm.

How to Apply
Please submit your resume and a brief cover letter explaining why you are a good fit to [email protected]

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02/25/2026

One topic that’s been top of mind lately is the impact of rising healthcare costs on retirement planning.

Medical insurance premiums and out-of-pocket expenses continue to increase, and they can take up a larger portion of retirement savings than many people expect.

Without proper planning, healthcare expenses can quietly chip away at long-term plans. Tools like health savings accounts and factoring medical costs into retirement projections can help people better prepare for this reality.

Retirement planning isn’t just about income, it’s also about anticipating future expenses that may change over time. Addressing healthcare early allows for more informed decisions and fewer surprises later on.

02/24/2026

A question came up recently about Backdoor Roth IRA conversions.

It can be a useful strategy for high-income earners who want to contribute to a Roth IRA despite income limits, but it’s not as simple as it may appear at first glance.

One of the most important factors to understand is the Pro Rata Rule. If you hold both pre-tax and after-tax dollars across any of your IRAs, the IRS requires conversions to be calculated based on the proportion of each.

That means a portion of the conversion may be taxable, even if you were only intending to move after-tax funds.

This is where planning matters.

Having a clear strategy in place can help to minimize unexpected tax outcomes and avoid surprises down the road.

It’s a reminder that retirement decisions often benefit from looking at the full picture before taking action.

02/17/2026

If you’re a small business owner, there’s still time to consider setting up a SEP IRA and potentially reducing your 2025 taxes.

SEP IRAs can be a useful option for business owners looking for flexibility and higher contribution limits compared to other retirement accounts.

Our firm recently published a blog that walks through how SEP plans work, who may benefit, and what deadlines to keep in mind.

If retirement planning is on your radar this year, it’s worth taking a few minutes to read through the full article and see how this option fits into your overall approach.

https://www.morella-cpa.com/small-business/theres-still-time-to-set-up-a-sep-and-reduce-your-2025-taxes/

02/10/2026

Now that January has ended, most personal tax forms should be issued and ready.

This includes documents like W-2s, 1099s, SSA-1099s, and other income reporting forms that play a role in preparing your return.

Gathering these documents early can help make tax season smoother and reduce last-minute stress.

If you haven’t already, now is a good time to create a checklist and confirm that you’ve received all necessary forms.

A little organization upfront can go a long way as tax season moves into full swing.

02/05/2026

We are excited to share that Stephen Morella was recently chosen to serve as an ambassador for One Acadiana.

For those who may not be familiar, One Acadiana acts as the Chamber of Commerce for Lafayette and plays a key role in economic development across the nine-parish region of South Louisiana.

What stands out to us most about this organization is the people behind it. One Acadiana is made up of colleagues, neighbors, and business associates who have made a personal commitment to strengthening the region we all call home. Being part of a group that focuses on long-term growth, collaboration, and opportunity across Acadiana is something we take seriously.

This role allows Stephen and our firm to stay closely connected to the local business community and contribute to conversations that shape the future of our region. We’re looking forward to supporting initiatives that help Acadiana continue moving forward.

01/28/2026

Self-employed? Dollar-cost averaging into your SEP IRA lets you make tax-deductible contributions throughout the year, instead of one large lump sum at year-end.

Send a message to learn more

01/22/2026

We recently had a tax planning meeting with a client couple that highlighted how important structure can be.

One spouse is a high earning W-2 employee, and the other is a high earning solo S-Corp owner. That difference alone opens the door to planning strategies that simply would not exist otherwise.

One strategy we discussed was a cash balance defined benefit plan. The potential benefit is the ability to make significantly higher contributions than many other retirement plans, which can reduce taxable income while continuing to save for retirement. In this case, it could also be used alongside a solo 401k.

There are tradeoffs to consider. These plans require a commitment to larger contributions over multiple years and come with additional administrative responsibilities, including working with a TPA and an actuary.

Whether or not they move forward remains to be seen, but thoughtful tax and retirement planning helped ensure they had the knowledge to evaluate the option in the first place.

01/21/2026

Economic uncertainty isn’t new, it’s normal.

What's important is whether your taxes, cash flow, and investments are aligned when conditions change.

Good planning isn’t about predicting the economy.

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