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Cfp Aj Morris
Cfp Aj Morris
Senior Vice President, Financial Advisor | CAPTRUST
West Des Moines, Iowa, United States
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.
Cfp Aj Morris
Work Experience
Senior Vice President, Financial Advisor at
CAPTRUST
November 2011 - Present
CERTIFIED FINANCIAL PLANNER(TM) at
VisionPoint Advisory Group
January 2007 - November 2011
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
*********@captrustadvisors.com
******@captrust.com
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