With an emphasis on linking his clients' personal aspirations with their financial goals, Morris strives to maintain a "family office" atmosphere designed to promote a successful, customized and comprehensive plan for each client. Since 1972, he has provided financial counseling and advice for a variety of needs. A graduate of Auburn University, Morris maintains his Certified Financial Planner™ designation. Prior to entering the financial services industry he served in the U.S. Army, completing his career as an officer in Army intelligence. Morris and his wife, Lynda, live in Atlanta where they are active in their church. In addition, Morris gives freely of his time volunteering for numerous organizations in the Metro Atlanta area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.