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Renee Morrell, portrait

Renee Morrell

Vice President / Treasurer at Gunn & Company Investment Management

Firm officerUpdated

Renee Morrell has been Vice President / Treasurer of Gunn & Company Investment Management, Inc., a Jacksonville, FL investment adviser managing $214M, since July 2015.

11
Years in role
$214M
Firm AUM
183
Firm clients
2
Firm advisers

From Form ADV filed 19 February 2026Form ADV

Career

Renee Morrell is a control person of Gunn & Company Investment Management and directly owns between 10% and 25% of it.

Gunn & Company Investment Management is an investment adviser based in Jacksonville, FL, registered with the SEC since 2017. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $214 million, as filed on 19 February 2026. Its fees, ownership and offices are on the firm’s profile.

Reneé L. Morrell is Client Relationship Officer of Gunn & Company Investment Management, Inc. She provides new account services, including gathering client information and establishing and maintaining accounts. She has been an officer and shareholder of the firm since 2000.

Key facts

CRD
2450658
Role
Vice President / Treasurer
In role since
July 2015 · 11 years
Control person
Yes
Direct ownership
10% to 25%
Firm headquarters
Jacksonville, FL
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
gunncoim.com

Common questions

Where does Renee Morrell work?

Renee Morrell has been Vice President / Treasurer of Gunn & Company Investment Management, Inc. since July 2015, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 19 February 2026

How can I verify Renee Morrell’s record?

Renee Morrell’s role is listed on Gunn & Company Investment Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 120084.

Source: Form ADV, Schedule A, filed 19 February 2026

Leadership at Gunn & Company Investment Management

Sources

  1. IAPD individual lookup, CRD 2450658, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Gunn & Company Investment Management, Inc., filed 19 February 2026. Title, control and ownership bands.
  3. Gunn & Company Investment Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.