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Morris
Morris
CERTIFIED FINANCIAL PLANNER(TM) | CAPTRUST
Iowa, West Des Moines, United States
Morris
Summary
Morris is a seasoned Certified Financial Planner with over a decade of experience at CAPTRUST, a respected independent advisory firm. His expertise lies in retirement planning, wealth management, and investment advisory, catering to high-net-worth individuals, corporate executives, and foundations. Morris is passionate about providing fiduciary consulting and unbiased investment advice, ensuring his clients' best interests are prioritized. His journey from an entrepreneurial start-up to a leading advisory firm showcases his commitment to excellence and client service. He holds a Bachelor of Science in Finance from Upper Iowa University and a CFP® Certificate from Kaplan University. Morris's role as Senior Vice President highlights his leadership capabilities and deep industry knowledge. He is dedicated to building long-term relationships with his clients and helping them navigate complex financial landscapes. Morris is also known for his ability to adapt to changing market conditions and client needs, making him a valuable asset in the financial advisory space.
Morris
Work Experience
Senior Vice President, Financial Advisor at
CAPTRUST
November 2011 - Present
Morris
Education
Kaplan University, CFP® Certificate, Financial Planning
January 2010 - January 2011
Upper Iowa University, Bachelor of Science, Finance
Frequently Asked Questions about Morris
What is Morris email address?
Morris's primary email address is ******@captrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Morris work for?
Morris is a CERTIFIED FINANCIAL PLANNER(TM) at CAPTRUST.
Where Morris graduated from?
Morris holds a degree in null from Kaplan University.
How can I directly contact Morris?
To contact Morris directly, you can use the email address ******@captrust.com. Complete contact information is available upon registration with Muraena.
Who is Morris?
Morris is a seasoned Certified Financial Planner with over a decade of experience at CAPTRUST, a respected independent advisory firm. His expertise lies in retirement planning, wealth management, and investment advisory, catering to high-net-worth individuals, corporate executives, and foundations. Morris is passionate about providing fiduciary consulting and unbiased investment advice, ensuring his clients' best interests are prioritized. His journey from an entrepreneurial start-up to a leading advisory firm showcases his commitment to excellence and client service. He holds a Bachelor of Science in Finance from Upper Iowa University and a CFP® Certificate from Kaplan University. Morris's role as Senior Vice President highlights his leadership capabilities and deep industry knowledge. He is dedicated to building long-term relationships with his clients and helping them navigate complex financial landscapes. Morris is also known for his ability to adapt to changing market conditions and client needs, making him a valuable asset in the financial advisory space.
Morris`s contact details
******@captrust.com
*********@captrustadvisors.com
Colleagues
Vice President | Financial Advisor
Assistant
Vice President | Financial Advisor
Financial Futures Officer
Internal Marketing Consultant
Partner
Senior Vice President, Financial Advisor
Financial Representative
Summer Association
Manager