Directory

>

Cfp Aj Morris

avatar

Cfp Aj Morris

Senior Vice President, Financial Advisor | CAPTRUST

West Des Moines, Iowa, United States

View contact details (it's free)

Cfp Aj Morris

Summary

Aj Morris is a seasoned financial advisor with extensive experience in the financial services industry, currently serving as a Senior Vice President at Captrust in West Des Moines, Iowa. With a focus on providing tailored financial solutions, Aj has built a reputation for exceptional client service and strategic financial planning. His expertise in navigating complex financial landscapes allows him to guide clients effectively through their investment journeys. Although details about his educational background and additional experience are not provided, his current role suggests a strong foundation in financial advising. Aj is likely to have developed a deep understanding of market trends and client needs, positioning him as a trusted advisor in the financial community. His commitment to client success and industry knowledge sets him apart in a competitive field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Organisational experience

Corporate Experience

Cfp Aj Morris

Work Experience

company logo

Senior Vice President, Financial Advisor at

CAPTRUST

November 2011 - Present

company logo

CERTIFIED FINANCIAL PLANNER(TM) at

VisionPoint Advisory Group

January 2007 - November 2011

company logo

Senior Vice President, Financial Advisor at

Captrust

Present

Cfp Aj Morris

Education

Kaplan University, Cfp® Certificate

January 2010 - January 2011

Upper Iowa University, Bachelor Of Science

Frequently Asked Questions about Cfp Aj Morris

What is Cfp Aj Morris email address?

Cfp Aj Morris's primary email address is *********@captrustadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Aj Morris work for?

Cfp Aj Morris is a Senior Vice President, Financial Advisor at CAPTRUST, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Aj Morris graduated from?

Cfp Aj Morris holds a degree in Financial Planning from Kaplan University.

How can I directly contact Cfp Aj Morris?

To contact Cfp Aj Morris directly, you can use the email address *********@captrustadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Aj Morris?

Aj Morris is a seasoned financial advisor with extensive experience in the financial services industry, currently serving as a Senior Vice President at Captrust in West Des Moines, Iowa. With a focus on providing tailored financial solutions, Aj has built a reputation for exceptional client service and strategic financial planning. His expertise in navigating complex financial landscapes allows him to guide clients effectively through their investment journeys. Although details about his educational background and additional experience are not provided, his current role suggests a strong foundation in financial advising. Aj is likely to have developed a deep understanding of market trends and client needs, positioning him as a trusted advisor in the financial community. His commitment to client success and industry knowledge sets him apart in a competitive field.

Cfp`s contact details

mail

*********@captrustadvisors.com

******@captrust.com

Colleagues

avatar
Nick Wilson

Vice President

avatar
Ryan Thomas Cfp Cpa

Senior Vice President / Financial Advisor

avatar
Ppc™ Patrick Flint

Vice President, Financial Advisor

avatar
Aif Paul Schaffer

Senior Vice President Financial Advisor

avatar
Peter Ashby Ms Cfp Awma

Vice President, Financial Advisor

avatar
Cfp Pete Dinardo

Senior Vice President | Institutional Financial Advisor

avatar
Cfp Peter Vander Ploeg

Vice President Financial Advisor

avatar
Andrew Shimp

Senior Vice President | Financial Advisor

avatar
Fred Sloan

Senior Vice President | Financial Advisor

avatar
Anthony Scarpo

Vice President And Financial Advisor

View Contact details (it's free)
Request Profile Removal