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Morris

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Morris

CERTIFIED FINANCIAL PLANNER(TM) | CAPTRUST

Iowa, West Des Moines, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Startup Experience

Morris

Work Experience

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Senior Vice President, Financial Advisor at

CAPTRUST

November 2011 - Present

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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

mail

******@captrust.com

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

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