AJ Morris Email & Phone Number
Senior Vice President, Financial Advisor @ CAPTRUST
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AJ Morris Location
- West Des Moines, IA, US
AJ Morris Work
- 2011 -now Senior Vice President, Financial Advisor @
- 2007 -2011 CERTIFIED FINANCIAL PLANNER(TM) @ VisionPoint Advisory Group
AJ Morris Education
- Kaplan University
CFP® Certificate (Financial Planning)
2010-2011 - Upper Iowa University
AJ Morris Skills
- Personal Financial Planning
- Retirement Planning
- Investment Management
- Retirement Plan Consulting
AJ Morris Summary
- AJ Morris, based in West Des Moines, IA, US, is currently a Senior Vice President, Financial Advisor at CAPTRUST Financial Advisors. AJ Morris brings experience from previous roles at VisionPoint Advisory Group. AJ Morris holds a 2010 - 2011 CFP® Certificate in Financial Planning @ Kaplan University. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Investment Management, Retirement Plan Consulting and more. AJ Morris has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
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